Unclaimed
Kevin Speakman is a financial professional registered with J.p. Morgan Securities LLC, a large financial institution with over 1 million clients. Kevin is actively engaged in providing investment advice and financial planning services to individual and corporate clients. Kevin's expertise includes a range of specialties such as financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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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2
NY
05/28/2022 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 05/27/2022
Series 99TO - Operations Professional Examination
BC
Issued 09/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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