Unclaimed
Joshua Mompi is a securities professional with experience in the financial services industry. Joshua is currently registered with J.P. Morgan Securities LLC and holds the Series 79TO, Series 63 and SIE licenses. Joshua's professional focus is on investment banking and wealth management, providing clients with financial advice and solutions 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
09/08/2023 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Mompi is the right advisor for you? Invested Better is here to help.