Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Schwab is a financial advisor with J.P. Morgan Securities LLC. Megan has been in the industry since 2011 and has experience with a variety of financial services, including investment advisory and brokerage services. Megan is registered in 53 states and the District of Columbia. Megan specializes in investment advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Megan is committed to helping clients achieve their financial goals.
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
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2
AZ
11/05/2021 - Present
J.p. Morgan Securities LLC (Tempe AZ)
OH
01/06/2021 - 08/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
10/22/2019 - 12/22/2020
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
03/23/2018 - 10/11/2019
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
08/31/2011 - 09/24/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
11/17/2008 - 08/08/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IA
Issued 11/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2008
Series 6 - Investment Company Products/Variable Contracts 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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