Unclaimed
Theresa A. Johnson is an investment professional with over 20 years of experience in the financial services industry. Theresa is currently registered with J.p. Morgan Securities LLC and is licensed to conduct business in Arkansas, Colorado, Louisiana, New Mexico, Oklahoma, and Texas. Prior to joining J.p. Morgan Securities LLC, Theresa was employed with Chase Investment Services Corp. Theresa holds a Series 6, Series 63, and SIE licenses. Theresa specializes in providing investment advice and services to individuals, corporations, high-net-worth clients, pension and profit-sharing plans, insurance companies, and charitable organizations.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
12/07/1999 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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