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Philip K Mcewen

J.p. Morgan Securities LLC

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About Philip K Mcewen

Philip McEwen is a financial advisor with over 20 years of experience in the industry. Philip has a strong track record of success in providing financial advice and investment management services. Philip is currently registered with J.P. Morgan Securities LLC. Philip's previous experience includes working with Chase Investment Services Corp., WAMU Investments, Inc., Edward Jones, and Harris Investorline Inc. Philip is licensed to provide financial advice and investment management services in multiple states.

Firm Information

Philip Mcewen is currently registered with J.p. Morgan Securities LLC. J.P. Morgan Securities LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm was formed on August 12, 1985, and its main office is located in New York, NY. J.P. Morgan Securities LLC manages over $50 billion in assets and offers a wide range of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a significant number of registered representatives and investment adviser representatives, serving various client types, including high-net-worth individuals, corporations, and pension plans.
J.p. Morgan Securities LLC

10745 SILVERDALE WAY NW

SILVERDALE, WA 98383

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Philip Mcewen’s Registration & Firm History

WA

10/13/2022 - Present

J.p. Morgan Securities LLC (SILVERDALE WA)

WA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (TACOMA WA)

WA

01/11/2008 - 05/02/2009

WAMU INVESTMENTS, INC. (KENT WA)

WA

11/19/2002 - 03/02/2007

EDWARD JONES (PORTORCHARD WA)

WA

04/26/2000 - 06/03/2002

HARRIS INVESTORLINE INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 2/5/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX 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

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, 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

Disclosures

There are no public disclosures for Philip K Mcewen.
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