Unclaimed
Paul Breaux is a financial advisor with J.P. Morgan Securities LLC. Paul has been in the industry since 2009 and has experience working for Chase Investment Services Corp and NYLife Securities LLC. Paul specializes in providing financial advice to individuals, businesses, and charitable organizations. Paul is licensed to provide financial advice in Louisiana.
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
LA
04/30/2019 - Present
J.p. Morgan Securities LLC (BATON ROUGE LA)
LA
05/26/2010 - 08/02/2010
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
02/23/2009 - 06/24/2009
NYLIFE SECURITIES LLC (BATON ROUGE LA)
BC
Issued 04/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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