Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Wandrey is a registered representative of J.P. Morgan Securities LLC, where Karen is a financial advisor. Karen has been in the industry since 2011 and is registered with the state regulators of California and Texas. Karen is also an employee of JPMorgan Chase Bank, N.A. and is able to offer certain bank products and services. Karen is currently located at the San Francisco 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
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CA
10/21/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
Active
Inactive
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