Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Michael Schaubhut is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 4, 2023. Kelly has passed the Series 6TO and SIE exams and is registered in Louisiana. Kelly specializes in investment company products, variable contracts, securities, and mutual funds. J.P. Morgan Securities LLC is a large firm with a focus on high-net-worth individuals, insurance companies, and charitable organizations. The firm manages over $249 billion in assets.
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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LA
01/04/2023 - Present
J.p. Morgan Securities LLC (NEW ORLEANS LA)
BC
Issued 01/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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