Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Getfield is an Investment Advisor Representative at J.P. Morgan Securities LLC. Philip Getfield has been in the industry since 1993. Philip Getfield holds the following licenses: Series 7, Series 63, Series 65, Series 26 and Series 6TO. Philip Getfield has been registered with J.P. Morgan Securities LLC since October 2012. Previously, Philip Getfield was registered with CHASE INVESTMENT SERVICES CORP., BHCM INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Philip Getfield currently provides services for individuals and businesses. The firm offers a variety of advisory services, including financial planning, pension consulting, selection of other advisers and portfolio management for individuals and businesses. The firm has approximately 262,026 clients and assets under management of more than $50 billion.
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
NY
05/20/2016 - Present
J.p. Morgan Securities LLC (HOWARD BEACH NY)
NY
08/21/1996 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOWARD BEACH NY)
TX
05/08/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
MN
03/04/1993 - 05/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/1993 - 05/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 6/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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
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