Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Leidy is a financial advisor with over 20 years of experience in the financial services industry. John has been registered with J.P. Morgan Securities LLC since July 2022 and holds Series 7, 31, 63, 65, and SIE licenses. Before joining J.P. Morgan Securities LLC, John worked as a financial advisor at TD PRIVATE CLIENT WEALTH LLC, PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., LADENBURG CAPITAL MANAGEMENT INC., and PRUDENTIAL SECURITIES INCORPORATED. John has experience providing financial advice to individuals, corporations, and institutions. John focuses on providing financial planning, pension consulting, and portfolio management services 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
NY
08/11/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NJ
02/28/2013 - 08/19/2022
TD PRIVATE CLIENT WEALTH LLC (RAMSEY NJ)
NJ
01/11/2012 - 09/18/2012
PNC INVESTMENTS (MILLBURN NJ)
NJ
09/26/2005 - 07/14/2010
WELLS FARGO ADVISORS, LLC (PARK RIDGE NJ)
IL
10/07/2002 - 03/02/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/11/2001 - 08/08/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
12/19/2000 - 12/11/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/25/1998 - 12/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/1998
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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