Unclaimed
John Zarrelli is an active investment advisor representative (IAR) with J.P. Morgan Securities LLC. John has been in the financial industry since 2009 and has previously been registered with Chase Investment Services Corp. and Prime Capital Services, Inc. John is a Series 66, Series 7 and SIE licensed representative. John is registered with the state of New York and New Jersey in both the Broker-dealer and Investment Advisor capacity. John has 23 approved state registrations and 3 approved IA state registrations. John is also registered in Texas as a resident Investment Advisor. John specializes in financial planning, pension consulting and portfolio management. John has over 25 years of experience in the financial industry.
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
11/18/2020 - Present
J.p. Morgan Securities LLC (HAUPPAUGE NY)
NY
11/01/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HAUPPAUGE NY)
NY
01/31/2007 - 11/07/2008
PRIME CAPITAL SERVICES, INC. (LAKE RONKONKOMA NY)
BOTH
Issued 02/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2007
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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