Invested Better
Unclaimed

Unclaimed

Unclaimed

Karla Patricia Butler

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karla? Claim Your Profile

About Karla Patricia Butler

Karla Patricia Butler is a financial advisor with J.p. Morgan Securities LLC. Karla has been in the industry since 2021 and has experience working with individuals, high-net-worth individuals, businesses, corporations, labor unions, charitable organizations, and pension and profit-sharing plans. Karla holds Series 66, Series 7, and SIE licenses and is registered with the states of Connecticut, New Jersey, New York, North Carolina, and Texas. Before joining J.p. Morgan Securities LLC, Karla worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Equitable Advisors, LLC.

Firm Information

Karla Butler is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karla Butler’s Registration & Firm History

NY

03/05/2024 - Present

J.p. Morgan Securities LLC (COPIAGUE NY)

NY

11/28/2022 - 03/04/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)

NY

01/05/2022 - 10/20/2022

EQUITABLE ADVISORS, LLC (WOODBURY NY)

Not sure if Karla Patricia Butler is right for you?

Licenses & Designations

BOTH

Issued 06/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Karla Patricia Butler.
Not sure if Karla Patricia Butler is right for you?