Unclaimed
John Lager is a financial advisor who is currently employed at J.P. Morgan Securities LLC. John has been in the industry for several years. John's primary registration is in New York and John holds the Series 63, SIE and Series 79TO licenses. John previously worked at MORGAN STANLEY & CO. LLC in New York, NY. John's current office is located at 383 MADISON AVENUE in New York, NY.
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
NY
02/14/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/13/2021 - 11/10/2022
MORGAN STANLEY & CO. LLC (New York NY)
BC
Issued 02/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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