Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kohart is a registered investment advisor with J.P. Morgan Securities LLC, working out of their Greenwich, CT office. Sarah has been in the industry since 2005 and holds multiple licenses including Series 7, 25, 63 and 65. Sarah's career includes prior experience at Jefferies LLC, ICAP Corporates LLC, and Bank of America Securities LLC. Sarah is currently licensed in Connecticut and Texas, and is active in both Broker-Dealer and Investment Advisory capacity.
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
CT
02/12/2024 - Present
J.p. Morgan Securities LLC (Greenwich CT)
NY
07/16/2010 - 01/24/2018
JEFFERIES LLC (NEW YORK NY)
NJ
03/09/2009 - 06/29/2010
ICAP CORPORATES LLC (JERSEY CITY NJ)
NY
05/09/2005 - 03/12/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2005
Series 25 - NYSE Trading Assistant 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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