Unclaimed
John Wuest is a financial advisor with J.P. Morgan Securities LLC. John has been in the industry since 2010. John has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. John is committed to providing his clients with personalized financial advice and guidance. John holds multiple professional licenses and designations and is committed to ongoing professional development.
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
WA
01/22/2024 - Present
J.p. Morgan Securities LLC (Seattle WA)
WA
05/10/2019 - 05/21/2019
BOFA SECURITIES, INC. (SEATTLE WA)
WA
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
IL
10/10/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
NY
12/14/2004 - 03/28/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 01/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
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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