Unclaimed
Joyce Wright is a registered representative with J.P. Morgan Securities LLC. Joyce has been in the industry since June 2007 and holds the Series 66 license. She is registered with the state of Oregon and Texas and is a specialist in various financial products and services, including retirement planning, investment management, and financial planning. Joyce has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Bank of America.
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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10/23/2024 - Present
J.p. Morgan Securities LLC (Lake Oswego OR)
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Inactive
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