Unclaimed
Shaelyn Sturdevant is a financial advisor with J.P. Morgan Securities LLC. Shaelyn has been in the financial industry for a few months and has been with J.P. Morgan Securities LLC since May 2023. Shaelyn is licensed in Montana and Wyoming and holds the Series 63, Series 6TO and SIE licenses. Shaelyn has a strong understanding of investment products and services and is committed to providing her clients with personalized financial advice.
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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2
MT
05/09/2023 - Present
J.p. Morgan Securities LLC (Billings MT)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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