linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margie Lynn Eason

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margie? Claim Your Profile

About Margie Lynn Eason

Margie Lynn Eason is a financial professional with over 18 years of experience in the industry. Margie is currently registered with J.P. Morgan Securities LLC and holds Series 6, Series 63 and SIE licenses. Margie previously worked with Chase Investment Services Corp. and WAMU Investments, Inc. Margie has been registered in California and Oregon since 2012 and 2018 respectively. Margie works with a wide range of clients including individuals, high-net-worth individuals, corporations and charitable organizations.

Firm Information

Margie Eason 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margie Eason’s Registration & Firm History

CA

10/01/2012 - Present

J.p. Morgan Securities LLC (MARYSVILLE CA)

CA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MARYSVILLE CA)

CA

11/10/2004 - 05/02/2009

WAMU INVESTMENTS, INC. (MARYSVILLE CA)

Not sure if Margie Lynn Eason is right for you?

Licenses & Designations

BC

Issued 11/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margie Lynn Eason.
Not sure if Margie Lynn Eason is right for you?