Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Kahn is an investment advisor representative with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Lori has been in the financial services industry for over 20 years, having previously worked with LPL Financial LLC, Chase Investment Services Corp., Key Investment Services LLC, H&R Block Financial Advisors, Inc., and Edward Jones. Lori holds both Series 7 and Series 66 licenses and has been registered in multiple states. Lori has a strong focus on providing financial planning, portfolio management, and investment advisory services to individual and institutional clients.
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
AZ
05/28/2024 - Present
J.p. Morgan Securities LLC (FLAGSTAFF AZ)
WA
07/26/2021 - 05/21/2024
LPL FINANCIAL LLC (PULLMAN WA)
OR
05/24/2010 - 11/18/2010
CHASE INVESTMENT SERVICES CORP. (PRINEVILLE OR)
WA
09/08/2008 - 05/03/2010
KEY INVESTMENT SERVICES LLC (OLYMPIA WA)
WA
05/04/2007 - 08/13/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (TACOMA WA)
WA
06/15/2004 - 05/10/2007
EDWARD JONES (LACEY WA)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities 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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