Unclaimed
John Kirkwood is a financial advisor with J.p. Morgan Securities LLC. John has been working in the financial services industry since 2006 and has extensive experience in providing financial advice to individuals, corporations, and institutions. John is registered in several states and holds the Series 7, 66 and SIE licenses. John is committed to providing clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
05/05/2022 - Present
J.p. Morgan Securities LLC (PORT CHARLOTTE FL)
DE
03/04/2015 - 05/22/2019
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
DE
08/17/2011 - 03/03/2015
M&T SECURITIES, INC. (WILMINGTON DE)
DE
10/23/2008 - 08/29/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
DE
08/01/2006 - 09/26/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON DE)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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