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Madina Chochaeva Boland

J.p. Morgan Securities LLC

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About Madina Chochaeva Boland

Madina Boland is an Investment Advisor Representative with J.p. Morgan Securities LLC. Madina has been in the industry since 1999, working for both Charles Schwab & Co., Inc. and PaineWebber Incorporated before joining J.p. Morgan Securities LLC in 2018. Madina specializes in working with individuals, businesses, and pension plans. Madina is registered in all states and has a number of designations and certifications. Madina is a licensed and registered agent in the state of California and is also a Registered Investment Advisor in Texas.

Firm Information

Madina Boland is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Madina Boland’s Registration & Firm History

CA

05/10/2018 - Present

J.p. Morgan Securities LLC (San Marino CA)

CA

06/15/2000 - 05/07/2018

CHARLES SCHWAB & CO., INC. (PASADENA CA)

NJ

10/15/1999 - 05/26/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2012

Series 24 - General Securities Principal Examination

BC

Issued 02/18/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/18/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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

Disclosures

There are no public disclosures for Madina Chochaeva Boland.
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