Unclaimed
John Zeumer is a financial professional with over 30 years of experience in the industry. John is currently registered with J.P. Morgan Securities LLC in New York and New Jersey. John has a strong background in providing financial advice to individuals, businesses, and institutions. Before joining J.P. Morgan Securities LLC, John worked for several other firms, including HSBC Securities (USA) Inc., IFMG Securities, Inc., Lincoln Financial Distributors, Inc., Claymore Securities, Inc., Nuveen Investments, Salomon Smith Barney Inc., and NatWest Investor Services Corporation. John holds a wide range of licenses and certifications, including Series 3, 6, 7, 63, and 65.
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
05/03/2021 - Present
J.p. Morgan Securities LLC (SETAUKET NY)
NY
09/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SETAUKET NY)
NY
08/06/2008 - 09/07/2012
HSBC SECURITIES (USA) INC. (GARDEN CITY NY)
NY
06/03/2003 - 07/12/2008
IFMG SECURITIES, INC. (PURCHASE NY)
PA
06/04/2002 - 06/04/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
12/21/2001 - 03/21/2002
CLAYMORE SECURITIES, INC. (CHICAGO IL)
IL
01/07/2000 - 12/05/2001
NUVEEN INVESTMENTS (CHICAGO IL)
NY
10/20/1997 - 08/18/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/16/1994 - 08/15/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/08/1987 - 02/03/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/08/1987 - 02/03/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
01/27/1982 - 01/25/1984
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures 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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