Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Betancourt is a financial professional with over 18 years of experience in the industry. Juan is currently registered with J.P. Morgan Securities LLC and is licensed to provide investment advice and securities services in multiple states. Juan has been a registered representative with J.P. Morgan Securities LLC in the past. Prior to that, Juan worked at Chase Investment Services Corp., and PFS Investments Inc. Juan holds Series 6, Series 6TO, Series 26 and Series 63 licenses. Juan is also a registered representative with FINRA. Juan specializes in various financial services including portfolio management, financial planning, and pension consulting.
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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2
NJ
03/23/2022 - Present
J.p. Morgan Securities LLC (JERSEY CITY NJ)
NJ
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (TENAFLY NJ)
NJ
12/15/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VERONA NJ)
NJ
05/26/2004 - 12/16/2009
PFS INVESTMENTS INC. (SADDLE BROOK NJ)
GA
05/21/1990 - 10/01/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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