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Michael B Hershey

J.p. Morgan Securities LLC

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About Michael B Hershey

Michael Hershey is a financial advisor with over 40 years of experience in the financial services industry. Michael is currently registered with J.P. Morgan Securities LLC, and has previously been registered with Oppenheimer & Co. Inc., CIBC World Markets Corp., and several other firms. Michael is registered to offer investment advice in 42 states, including New York, California, Texas, and Washington. Michael has a wide range of experience and expertise, offering financial planning services, portfolio management for individuals and businesses, and selection of other advisers. Michael is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Michael Hershey 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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Michael Hershey’s Registration & Firm History

NY

08/29/2003 - Present

J.p. Morgan Securities LLC (WHITE PLAINS NY)

NY

01/03/2003 - 09/05/2003

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

10/08/1984 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NA

04/03/1988 - 04/18/1995

OPPENHEIMER & CO., INC.

NA

04/17/1984 - 09/27/1984

CRALIN & CO., INC.

NA

06/27/1983 - 12/02/1983

PORTFOLIO PROGRAMMING, INC.

NA

07/09/1982 - 11/09/1982

BRETCOURT SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 05/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1982

Series 22 - Direct Participation Programs 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 Michael B Hershey.
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