Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Parris is a financial advisor with J.p. Morgan Securities LLC. Jonathan is a registered representative of J.p. Morgan Securities LLC and has been in the industry since April 11, 2001. Prior to joining J.p. Morgan Securities LLC, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from October 2009 to November 2018. Jonathan is licensed in 53 states and the District of Columbia. Jonathan specializes in providing financial advice to individuals, businesses, and retirement plans. Jonathan is committed to providing clients with personalized financial advice that is tailored to their individual needs.
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
GA
03/04/2024 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
10/23/2009 - 11/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/07/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
02/26/2001 - 12/14/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 02/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2001
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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