Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Arthur-whitworth Sheard is a financial advisor with J.P. MORGAN SECURITIES LLC. Kevin has been in the financial services industry since 1999 and has a broad range of experience. Kevin is registered with FINRA and holds the Series 7, Series 31, Series 63, Series 65, and Series 66 licenses. Kevin is also a registered investment advisor in Michigan and Texas. Kevin works with individuals, families, and businesses to develop financial plans and provide investment advice. Kevin is committed to helping clients achieve their financial goals.
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
MI
04/08/2024 - Present
J.p. Morgan Securities LLC (Birmingham MI)
MI
11/10/2010 - 08/18/2011
CHASE INVESTMENT SERVICES CORP. (WALLED LAKE MI)
MI
09/06/2006 - 11/12/2010
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
03/23/2000 - 08/09/2006
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
NY
08/25/1999 - 03/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 4/8/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/3/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 7/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/14/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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