Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul L. Donlon is a financial advisor with over 30 years of experience in the industry. Paul currently is registered with J.p. Morgan Securities LLC and is able to offer a wide range of services including portfolio management for businesses and individuals as well as financial planning and selection of other advisors. Prior to joining J.p. Morgan Securities LLC, Paul worked at Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan Stanley & Co., Incorporated, and Hambrecht & Quist Incorporated.
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
CA
03/22/2019 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
01/17/2003 - 02/11/2009
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NJ
01/30/1998 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/07/1993 - 02/11/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
CA
01/07/1988 - 01/11/1993
HAMBRECHT & QUIST INCORPORATED (SAN FRANCISCO CA)
NA
02/22/1984 - 12/01/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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