Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masako? Claim Your ProfileMasako Yamada is an active investment advisor representative with J.P. Morgan Securities LLC. Masako is also registered with the state of New York. Masako has been in the industry since 2019. Prior to J.P. Morgan Securities LLC, Masako was employed with Neuberger Berman. Masako has obtained Series 7, 63, 65, 99 and SIE securities licenses. Masako's firm, J.P. Morgan Securities LLC, has been serving clients since 1998. J.P. Morgan Securities LLC has more than 1,000,000 clients and more than $200 billion in assets under management.
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
NY
07/19/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/24/2020 - 06/01/2022
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
02/24/2020 - 07/27/2020
TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)
IA
Issued 09/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2019
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
Not sure Masako Yamada is the right advisor for you? Invested Better is here to help.
