Unclaimed
Kiley Sidman is a financial advisor at J.P. Morgan Securities LLC. Kiley has been in the industry since June 2010. Kiley is licensed to provide investment advice in Kansas and New York. Kiley has a Series 66, Series 7 and SIE licenses. Kiley holds a Bachelor of Arts degree from the University of Kansas. Kiley is a board member of Habitat for Humanity Kansas City. Kiley's previous employers include Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Kiley specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions. Kiley is a Registered Representative of J.P. Morgan Securities LLC and a Registered Investment Advisor of J.P. Morgan Securities LLC.
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
KS
05/06/2022 - Present
J.p. Morgan Securities LLC (Leawood KS)
KS
07/26/2010 - 08/20/2019
WELLS FARGO CLEARING SERVICES, LLC (OLATHE KS)
NE
05/08/2009 - 06/03/2010
WELLS FARGO INVESTMENTS, LLC (KEARNEY NE)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 7 - General Securities Representative 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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