Unclaimed
Justin Gratz is a financial advisor with J.p. Morgan Securities LLC. Justin has been in the financial services industry since 2006 and has a broad range of experience in the field. Justin has a strong understanding of the investment markets and is committed to providing clients with personalized financial advice. Justin holds Series 7, 9, 10, 66 and SIE licenses and is registered in over 50 states and is a registered investment advisor in Florida and Texas. Justin is dedicated to helping clients achieve their financial goals.
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
FL
11/17/2022 - Present
J.p. Morgan Securities LLC (Palm Beach FL)
NY
03/17/2015 - 05/31/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/30/2010 - 01/16/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/02/2009 - 08/27/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
PA
12/12/2006 - 06/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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