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Tod A. Bisher

J.p. Morgan Securities LLC

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About Tod A. Bisher

Tod A. Bisher is a financial advisor with J.p. Morgan Securities LLC. Tod has been working in the financial services industry since June 14, 2004. Tod is registered with the following regulators: FINRA, New York, Ohio, and Texas. Tod holds the following licenses: Series 7, 9, 10, 66 and SIE. Tod has experience working with a variety of clients, including individuals, corporations, charitable organizations, insurance companies, pension plans and labor unions. Tod is committed to providing his clients with personalized financial advice that meets their unique needs.

Firm Information

Tod Bisher is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Tod Bisher’s Registration & Firm History

OH

10/15/2018 - Present

J.p. Morgan Securities LLC (Columbus OH)

OH

08/17/2015 - 11/07/2016

PNC INVESTMENTS (COLUMBUS OH)

OH

03/24/2010 - 02/02/2015

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

MA

04/18/2008 - 03/06/2009

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

OH

04/03/2000 - 08/07/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUBLIN OH)

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Licenses & Designations

BOTH

Issued 10/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/21/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Tod A. Bisher.
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