Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Laurence Caffrey is a financial advisor at J.p. Morgan Investment Management Inc. in New York, NY. John has been in the industry since 1994. John has a Series 7, Series 63, and Series 87 license. He is registered in Texas. John was previously employed by J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., First Manhattan Co, Weston Capital Markets Inc. and Paine Webber Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/24/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
10/01/2008 - 09/10/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/14/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/06/1999 - 07/24/2001
FIRST MANHATTAN CO (NEW YORK NY)
NY
11/27/1995 - 05/21/1999
WESTON CAPITAL MARKETS INC. (NEW YORK NY)
NJ
03/28/1994 - 10/17/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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