Unclaimed
Kelsey Good is an active investment advisor representative with J.P. Morgan Securities LLC. Kelsey has been in the securities industry since January 13, 2008. Prior to joining J.P. Morgan Securities, Kelsey worked at Morgan Stanley and Lehman Brothers. Kelsey is licensed in 53 states and the District of Columbia. Kelsey is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 31, Series 66, and SIE license. Kelsey specializes in portfolio management for individuals and businesses.
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
1
2
NY
11/02/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2009 - 11/06/2017
MORGAN STANLEY (NEW YORK NY)
NY
05/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/14/2008 - 05/28/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 02/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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