Unclaimed
Logan Pethel is an investment advisor representative at J.P. Morgan Securities LLC. Logan has been in the industry since July 5, 2019 and is registered in 53 states and jurisdictions. Logan also has a Series 66 license as well as Series 7TO and SIE licenses. Logan has worked at several financial institutions in the past including E*TRADE Securities LLC, Fidelity Brokerage Services LLC, and Edward Jones. J.P. Morgan Securities LLC is a large, well-established firm with over 1034,000 client accounts and over $249 billion in regulatory assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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
GA
08/01/2022 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
11/22/2021 - 06/24/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
03/26/2020 - 11/15/2021
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
GA
04/22/2019 - 02/20/2020
EDWARD JONES (BRASELTON GA)
BOTH
Issued 05/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
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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