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Latonya K Henry

J.p. Morgan Securities LLC

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About Latonya K Henry

Latonya Henry is an active investment advisor representative and broker registered with J.P. Morgan Securities LLC. Latonya has been in the industry since 2023. Latonya holds a Series 66, Series 7TO, and SIE licenses. Latonya has been registered with J.P. Morgan Securities LLC since 2024, and previously worked with Equitable Advisors, LLC. Latonya is registered to provide investment advice and services in 53 states. Latonya specializes in securities, mutual funds, variable contracts, and other investment products.

Firm Information

Latonya Henry is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Latonya Henry’s Registration & Firm History

FL

12/10/2024 - Present

J.p. Morgan Securities LLC (DELRAY BEACH FL)

FL

10/02/2023 - 11/30/2023

EQUITABLE ADVISORS, LLC (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 11/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Latonya K Henry.
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