Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Wheeler is a financial advisor with J.p. Morgan Securities LLC, registered with the state of Texas. Kendall is a licensed agent and has passed the Series 63, Series 6TO and SIE exams. Kendall joined the firm in August 2022 and is located in Coppell, Texas. Kendall works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Kendall specializes in providing financial planning, pension consulting, and selection of other advisers.
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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TX
08/22/2022 - Present
J.p. Morgan Securities LLC (COPPELL TX)
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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