Unclaimed
John Wesley Marsh is an investment advisor representative with J.p. Morgan Securities LLC. John Marsh is registered to provide investment advice in Arizona, Texas, and 51 other states. John Marsh has been working in the financial services industry since July 8, 2012. Prior to joining J.p. Morgan Securities LLC, John Marsh was an investment advisor representative at NORTHERN TRUST SECURITIES, INC.. John Marsh holds the Series 63, Series 65, Series 7 and SIE licenses. John Marsh specializes in providing investment advice to individuals, corporations and businesses, high net worth individuals, pension plans, charitable organizations, insurance companies, 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
AZ
03/21/2024 - Present
J.p. Morgan Securities LLC (Phoenix AZ)
AZ
01/24/2012 - 05/02/2014
NORTHERN TRUST SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
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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