Unclaimed
Simon Kunthara is a registered representative with J.p. Morgan Securities LLC in Tempe, Arizona. Simon has been in the financial services industry since January 2024 and has passed the Uniform Combined State Law Examination. Simon's previous employment experience includes positions at MORGAN STANLEY, FedEx Services, Charles Schwab (Judge Group), Automatic Data Processing (ADP), Fieldworks LLC, Discover Card (Education at Work), McDonalds Corporation, and Simon Dental Care.
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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AZ
11/13/2024 - Present
J.p. Morgan Securities LLC (Tempe AZ)
Active
Inactive
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