Unclaimed
Sheridan Lee Howery is a registered representative with J.P. Morgan Securities LLC. Sheridan is licensed to offer investment company products and variable contracts. Sheridan is also a Series SIE exam holder. J.P. Morgan Securities LLC is a brokerage firm based in New York, NY, with over 1 million clients across the country. The firm offers a wide range of financial products and services, including investment advisory services, portfolio management, and financial planning.
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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TX
07/12/2024 - Present
J.p. Morgan Securities LLC (PLANO TX)
BC
Issued 07/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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