Unclaimed
Kimberly Armfield is a registered representative with J.p. Morgan Securities LLC, a broker-dealer firm with a broad range of financial services. Kimberly holds multiple securities licenses including the Series 7, Series 63, and Series 57TO, and is currently licensed in all 50 states, Puerto Rico, and the Virgin Islands. Kimberly is also a registered investment advisor representative with the firm. Her clients are primarily high-net-worth individuals and corporations, and she offers a wide range of financial services including portfolio management, financial planning, and pension consulting.
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
NY
01/30/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 01/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 57TO - Securities Trader Exam
BC
Issued 01/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2024
SIE - Securities Industry Essentials 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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