Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Shelly is a registered representative with J.P. Morgan Securities LLC, located in Los Angeles, California. Joseph Shelly's registration is active in California and is approved. They have been registered in the industry since February 2024. Previously, Joseph Shelly worked for JPMorgan Chase Bank, N.A., First Republic Bank, and California United Bank. They have passed the Uniform Combined State Law Examination. Joseph Shelly provides portfolio management services for individuals and businesses, financial planning and pension consulting services. J.P. Morgan Securities LLC, a major financial firm with a large asset base, offers a variety of financial services and is registered to provide investment advice.
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
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CA
12/23/2024 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
Active
Inactive
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