Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Katharine Chu is a registered representative with J.p. Morgan Securities LLC in Highlands Ranch, Colorado. Kelly has been active in the financial industry since August 11, 2024, and has obtained the Series 6TO and SIE licenses. Kelly is currently registered with the state of Colorado. J.p. Morgan Securities LLC offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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CO
08/12/2024 - Present
J.p. Morgan Securities LLC (HIGHLANDS RANCH CO)
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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