Unclaimed
Timothy S. Allison is a financial advisor with J.P. Morgan Securities LLC and has over 14 years of experience in the financial services industry. Allison is registered with FINRA and holds Series 7, Series 99TO, and SIE licenses. Allison works with clients to provide financial planning and portfolio management services. Before joining J.P. Morgan Securities LLC, Allison worked at BNP PARIBAS SECURITIES CORP. and JANNEY MONTGOMERY SCOTT LLC.
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
NY
02/04/2016 - Present
J.p. Morgan Securities LLC (New York NY)
PA
11/06/2008 - 11/17/2010
BNP PARIBAS SECURITIES CORP. (KING OF PRUSSIA PA)
PA
08/20/2008 - 11/12/2008
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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