Unclaimed
John Safi is a financial professional with over 6 years of experience in the industry. John is currently registered with J.p. Morgan Securities LLC, which is an active member of both FINRA and the SEC. John was previously registered with J.P. MORGAN PRIME INC. and J.P. MORGAN CLEARING CORP. John has passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). John holds a current Series 99 registration with FINRA. John has a broad background in the financial services industry, having worked at some of the most respected firms in the business. John is committed to providing his clients with the highest level of service and expertise.
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
10/01/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/30/2016 - 02/15/2022
J.P. MORGAN PRIME INC. (NEW YORK NY)
NY
03/03/2016 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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