Unclaimed
Klinton Charles Werth is a financial advisor at J.p. Morgan Securities LLC. Klinton is registered in Texas and has been in the industry since December 2021. Klinton holds the Series 6TO and SIE licenses and has passed the Uniform Securities Agent State Law Examination. Klinton's firm, J.p. Morgan Securities LLC, is a large firm with over $50 billion in assets under management. The firm specializes in financial planning, pension consulting, and portfolio management. They provide services to individuals, corporations, and charitable organizations.
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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TX
12/21/2021 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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