Unclaimed
Taylor Trepanier is a registered representative with J.p. Morgan Securities LLC since August 2018. Taylor has earned their Series 99 and SIE licenses. J.p. Morgan Securities LLC is a broker-dealer that offers investment advisory services, portfolio management for individuals and businesses, as well as financial planning. The firm is headquartered in New York, NY and has over 262,000 clients with assets under management of over $249.7 billion.
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
NJ
08/28/2018 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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