Unclaimed
Samantha Downey is a registered representative with J.p. Morgan Securities LLC. Samantha has been in the financial services industry since 2016. Samantha Downey has passed the Uniform Combined State Law Examination (Series 66). Samantha Downey is registered in California and Texas. Samantha is currently employed by J.p. Morgan Securities LLC in their San Francisco, California office.
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
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CA
11/05/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
Active
Inactive
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