Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Kern has been in the financial services industry since July 4, 2007. Currently, Stuart Kern is registered as an Investment Advisor Representative (IAR) with J.P. Morgan Securities LLC. Stuart Kern has also worked with several other firms, including Pruco Securities, LLC., David Lerner Associates, Inc., Financial Northeastern Securities, Inc., and Summit Financial Services Group, Inc. Stuart Kern is licensed to provide investment advisory services in New Jersey and Texas, and is registered as a securities agent in 51 other states and territories. Stuart Kern has experience in providing investment advice to individuals, businesses, corporations, pensions and profit sharing plans, and charitable organizations. Stuart Kern’s current firm, J.P. Morgan Securities LLC, manages over $50 billion in assets and provides a variety of investment advisory services, including financial planning, pension consulting, and portfolio management.
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
NJ
10/17/2023 - Present
J.p. Morgan Securities LLC (MILLBURN NJ)
NJ
05/18/2023 - 09/14/2023
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
11/12/2001 - 06/23/2009
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NJ
10/26/1998 - 06/11/2001
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
PA
05/01/1996 - 10/14/1998
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NA
02/23/1993 - 05/01/1996
UJB DISCOUNT BROKERAGE CO.
NY
10/09/1992 - 10/30/1992
SUPPES SECURITIES, INC. (NYC NY)
BOTH
Issued 06/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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