Unclaimed
Justin Wasserman is an investment advisor representative with J.p. Morgan Securities LLC. Justin has been in the industry since 2004. Justin holds Series 63, 66, and 7 licenses, as well as the SIE exam. Justin is registered in 25 states and is currently licensed in New Jersey, New York and Texas. Justin has previously been employed by Chase Investment Services Corp., WAMU Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McLaughlin, Piven, Vogel Securities, Inc.. Justin has experience providing investment advisory services to individuals, businesses, high-net-worth individuals, corporations, and other institutional clients. Justin provides financial planning and portfolio management services.
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
09/20/2013 - Present
J.p. Morgan Securities LLC (WOODBURY NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WOODBURY NY)
NY
01/04/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (PLAINVIEW NY)
NY
03/26/2007 - 12/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEWLETT NY)
NY
03/17/2004 - 03/14/2007
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
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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