Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lemuel? Claim Your ProfileLemuel Bourne is a financial advisor currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Lemuel Bourne is based in Washington, DC, and has been in the financial services industry since 2020. Lemuel Bourne has a Series 66, Series 7TO, and SIE license. Lemuel Bourne holds active registrations in 31 states, and is registered with FINRA. Lemuel Bourne specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Lemuel Bourne also has experience with selection of other advisors. Lemuel Bourne's previous employers include FIRST REPUBLIC SECURITIES COMPANY, LLC, Morgan Stanley, and Innovation Works.
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
DC
03/11/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
08/28/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Washington DC)
MD
12/11/2020 - 08/02/2023
MORGAN STANLEY (Lutherville MD)
BOTH
Issued 02/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2020
SIE - Securities Industry Essentials 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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