Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montrias? Claim Your ProfileMontrias Jefron Davis is a financial advisor registered with J.p. Morgan Securities LLC. Montrias has been in the financial services industry since 1998. Montrias's previous roles include time at MORGAN STANLEY & CO. LLC, BROWN BROTHERS HARRIMAN & CO., JOSEPHTHAL & CO., INC., STOCKTON EQUITIES GROUP, and PATTERSON TRAVIS, INC. Montrias holds Series 7, Series 63, SIE and Series 99TO licenses. Montrias currently works out of the Jersey City, NJ branch office of J.p. Morgan Securities LLC.
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
NJ
10/30/2017 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
MD
09/22/2006 - 03/21/2016
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
NY
08/22/2001 - 08/25/2006
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
11/02/1999 - 02/08/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
CA
06/18/1999 - 09/20/1999
STOCKTON EQUITIES GROUP (SAN DIEGO CA)
CO
04/20/1998 - 11/05/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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