Unclaimed
Lindsey Brooke Welborn is a financial advisor registered with J.P. Morgan Securities LLC. Lindsey has been in the industry for 2 years and is licensed to offer Investment Company Products/Variable Contracts Representative Examination and Securities Industry Essentials Examination. Lindsey is based in BATON ROUGE, LA and is affiliated with the Baton Rouge office of J.P. Morgan 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
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LA
06/21/2022 - Present
J.p. Morgan Securities LLC (BATON ROUGE LA)
BC
Issued 06/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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