Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Everhart is a financial advisor at J.P. Morgan Securities LLC. Tim has over 15 years of experience in the financial services industry. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in California and Texas. Tim holds FINRA Series 7 and 66 licenses. Tim specializes in helping individuals and businesses achieve their financial goals through a variety of investment products and services. Tim has a strong track record of success and is committed to providing his clients with the highest level of personalized service.
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
CA
07/07/2017 - Present
J.p. Morgan Securities LLC (BERKELEY CA)
CA
09/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WALNUT CREEK CA)
CA
10/16/2008 - 09/23/2010
CHASE INVESTMENT SERVICES CORP. (SAN CARLOS CA)
NY
09/14/2007 - 10/10/2008
NYLIFE SECURITIES LLC (NEW YORK NY)
OR
02/03/2006 - 03/02/2006
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BOTH
Issued 01/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
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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