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Michael Carner

J.p. Morgan Securities LLC

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About Michael Carner

Michael Carner is a registered representative with J.p. Morgan Securities LLC in Westlake Village, California. Michael has been in the financial services industry since 2014. Michael has passed the Series 7TO, SIE, and Series 66 exams. Michael is registered to conduct business in Arizona, California, Nevada, and Texas. Michael specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Michael's current employer J.p. Morgan Securities LLC manages over $249 billion in assets and has over 262,000 clients.

Firm Information

Michael Carner 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 Carner’s Registration & Firm History

CA

11/06/2024 - Present

J.p. Morgan Securities LLC (Westlake Village CA)

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Licenses & Designations

BOTH

Issued 11/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Carner.
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