Unclaimed
Molly Jean Barloco is a financial advisor with J.P. Morgan Securities LLC. Molly is a registered representative in Texas and has been in the industry since 2011. Molly has experience working with individuals, businesses, and high-net-worth clients. Molly provides financial planning and portfolio management services. Molly has also held previous roles at Morgan Stanley, Chase Investment Services Corp., and Frost Brokerage Services, Inc.
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
TX
10/15/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
03/06/2023 - 05/09/2023
MORGAN STANLEY (San Antonio TX)
NY
08/31/2015 - 03/14/2023
J.P. MORGAN SECURITIES LLC (New York NY)
TX
10/01/2012 - 10/27/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
09/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BOTH
Issued 09/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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