Unclaimed
Scott Barrios is a financial advisor at J.P. Morgan Securities LLC. Scott has been in the financial industry since 2018. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, SIE, and Series 63 licenses. Scott's firm manages more than $50 billion in assets for clients, Scott is registered in Connecticut, New Jersey, and New York.
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
09/28/2018 - Present
J.p. Morgan Securities LLC (YORKTOWN HEIGHTS NY)
BC
Issued 12/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Barrios is the right advisor for you? Invested Better is here to help.