Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Harlan is a financial advisor with Wells Fargo Clearing Services, LLC in Cedar Hill, Texas. John has over 16 years of experience in the financial services industry. He is a Series 7 and Series 66 licensed advisor, as well as a Registered Representative (RR). John has also worked for J.P. Morgan Securities LLC and Chase Investment Services Corp. His current and previous employers are based in Texas. He specializes in financial planning, portfolio management, and investment consulting services. John Paul Harlan provides financial services to a variety of clients including high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/26/2015 - Present
Wells Fargo Clearing Services, LLC (CEDAR HILL TX)
TX
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (DUNCANVILLE TX)
TX
11/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DUNCANVILLE TX)
TX
03/09/2007 - 10/25/2011
EDWARD JONES (CEDAR HILL TX)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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