Unclaimed
Kimberly Kennedy is a registered representative with J.P. Morgan Securities LLC and has been in the industry since April 18, 2007. Kimberly is also a Series 24 and Series 10 Principal. Kimberly was previously registered with J.P. MORGAN CLEARING CORP. Kimberly specializes in providing financial planning, pension consulting, and portfolio management services. Kimberly's current registration with J.P. Morgan Securities LLC is active, and her previous registration with J.P. MORGAN CLEARING CORP. is inactive.
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
NJ
04/18/2007 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
03/03/2008 - 01/27/2010
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
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
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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