Unclaimed
Rohn Francis is an investment advisor representative with J.p. Morgan Securities LLC, located in Dublin, OH. Rohn has been in the financial industry since 2021 and has two product exams, including the Series 6TO and the SIE exam. Rohn is registered with the state of Ohio and is actively providing financial services to individuals and businesses. Rohn is a specialist in various areas including: Investment advisory services, Financial planning, Pension consulting, and Portfolio management for individuals and businesses.
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
OH
02/05/2021 - Present
J.p. Morgan Securities LLC (DUBLIN OH)
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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