Unclaimed
John Patrick Cruikshank is a financial advisor currently working for J.p. Morgan Securities LLC. John has over 16 years of experience in the financial services industry, having started his career in March of 2007. He is registered to provide investment advice in both the District of Columbia and Texas. He holds a Series 63, 65, and 7 licenses along with the Securities Industry Essentials Exam (SIE). He is also registered as a broker-dealer in multiple states, including Alabama, Alaska, Arizona, and Arkansas. John's background also includes a history of employment with J.P. MORGAN SECURITIES INC., starting in December 2006. John focuses on providing comprehensive financial planning services, including portfolio management for individuals and businesses. His previous work experience includes working for JP MORGAN CHASE. John has a wide range of client experience, working with individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions.
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
DC
02/23/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
03/20/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (WASHINGTON DC)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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