Unclaimed
Leah Taylor is a registered investment advisor representative with J.p. Morgan Securities LLC. Leah has been in the industry since March 22, 2002. Leah is licensed to provide investment advice in Illinois and Texas. Leah is also registered with the Financial Industry Regulatory Authority (FINRA). Leah has been a registered representative with J.P. MORGAN SECURITIES INC., BANC ONE SECURITIES CORPORATION, and JPMORGAN SECURITIES LLC.
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
IL
10/24/2023 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
11/14/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
05/04/1999 - 01/16/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative 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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