Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kip? Claim Your ProfileKip David Schaefer is an investment advisor representative associated with J.P. Morgan Securities LLC. Kip has been in the industry since 2004 and is licensed to provide investment advice in California and Texas. Kip also has prior experience with Sanford C. Bernstein & Co., LLC and Bear, Stearns & Co. Inc. Kip's current employment with J.P. Morgan Securities LLC in San Francisco, CA includes a branch office location at 560 Mission St, Floor 22, San Francisco, CA 94105.
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
CA
11/17/2022 - Present
J.p. Morgan Securities LLC (San Francisco CA)
PA
08/05/2014 - 04/23/2019
SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)
NY
02/23/1998 - 08/05/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 07/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2014
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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