Unclaimed
Justin Lijoi is a financial professional with over 10 years of experience in the industry. Justin is currently registered with J.P. Morgan Securities LLC. Justin has been registered with the firm since October 1, 2012, and is located in Tallman, New York. Prior to joining J.P. Morgan Securities LLC, Justin was registered with CHASE INVESTMENT SERVICES CORP. from June 1, 2009 to October 1, 2012. Justin holds a Series 63, SIE and Series 6 license and is registered in six states. Justin specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (TALLMAN NY)
NY
06/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TALLMAN NY)
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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