Unclaimed
Jonathan Wayne Gibbs is a registered representative and investment advisor with J.P. Morgan Securities LLC. Jonathan has been in the financial services industry since 2017 and has a series 6, Series 63 and SIE license. Jonathan is based in Indianapolis, Indiana. Prior to joining J.P. Morgan, Jonathan worked at Key Investment Services LLC.
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
IN
01/18/2019 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IN
08/11/2016 - 03/19/2018
KEY INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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