Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Merola is a financial advisor with over 18 years of experience in the industry. Justin currently works at J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Justin has a strong background in financial planning, portfolio management, and securities. Justin is registered to provide investment advice in 52 states and the District of Columbia and is also FINRA registered. Justin specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans. Justin provides a variety of advisory services including financial planning, portfolio management, and selection of other advisors. Justin is committed to providing his clients with personalized investment advice and guidance. Justin has a proven track record of success in helping his 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
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2
MA
01/23/2024 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
01/13/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (WELLESLEY MA)
MA
06/11/2015 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
03/07/2007 - 06/22/2015
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
07/22/2005 - 03/05/2007
MORGAN STANLEY DW INC. (WELLESLEY MA)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2005
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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