Unclaimed
Patrick Harrington is an investment advisor representative with J.P. Morgan Securities LLC, where Patrick has been employed since November 2024. Previously, Patrick was employed at Florida Financial Advisors dba Tristate Financial Advisors in Philadelphia, PA. Patrick is also a registered investment advisor in Pennsylvania, passing the Uniform Investment Adviser Law Examination in August 2024. Patrick has also passed the Securities Industry Essentials Examination. Patrick's firm, J.P. Morgan Securities LLC, is a large firm with a wide variety of client types including individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, labor unions, and charitable organizations. Patrick's firm manages over $249 billion in assets.
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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DE
12/04/2024 - Present
J.p. Morgan Securities LLC (Newark DE)
IA
Issued 08/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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