Unclaimed
Shannon Eugene Thomas is a financial professional registered in Ohio, associated with J.p. Morgan Securities LLC. Shannon has been in the industry for 12 months and is licensed to sell investment company products and variable contracts, as well as securities in the state of Ohio. Shannon's specializations include investment advisory, portfolio management, financial planning and more.
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
08/24/2023 - Present
J.p. Morgan Securities LLC (BLUE ASH OH)
BC
Issued 09/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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