Unclaimed
Julia Melloni is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 9, 2023. Julia is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Julia has passed the Series 63, 79TO and SIE exams. Julia is located in the Chicago branch office of J.P. Morgan Securities 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
IL
01/10/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 03/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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