Unclaimed
John Minson is a registered investment advisor with J.P. Morgan Securities LLC. John has been in the industry since 1995 and has held past registrations with UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and A.S. Goldmen & Co., Inc. John is licensed in 32 states and holds both broker-dealer and investment advisor registrations. John also provides financial planning, pension consulting, and selection of other advisors to clients.
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
GA
04/13/2018 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
11/03/2008 - 12/11/2017
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
12/12/1995 - 11/06/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
NJ
08/25/1994 - 08/01/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 05/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1994
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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