Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Farris is a financial advisor with J.P. Morgan Securities LLC. Kevin has been in the industry since 2004. His firm offers a range of investment and advisory services, including portfolio management for individuals and businesses, as well as financial planning. Kevin has experience working with a variety of client types including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
OH
01/29/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
12/06/2012 - 02/18/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (COLUMBUS OH)
OH
09/12/2007 - 12/07/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
VA
03/09/2004 - 05/22/2006
FOLIOFN INVESTMENTS, INC. (VIENNA VA)
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
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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