Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Cole Johnson is a financial advisor with J.P. Morgan Securities LLC in Greenwood, Indiana. Trevor has been in the financial services industry since 2010 and holds multiple securities licenses, including Series 6, 7, 63, and 65. Trevor has previously worked at PNC Investments and American Fidelity Securities, Inc. Trevor specializes in providing financial planning, portfolio management, and pension consulting to high-net-worth individuals, corporations, businesses, and charitable organizations. Trevor is also registered as an investment advisor representative in Indiana and Texas.
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
IN
10/01/2021 - Present
J.p. Morgan Securities LLC (GREENWOOD IN)
OK
08/07/2020 - 07/08/2021
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IN
04/04/2012 - 08/03/2020
PNC INVESTMENTS (GREENWOOD IN)
IN
06/21/2010 - 03/20/2012
CHASE INVESTMENT SERVICES CORP. (GREENWOOD IN)
IA
Issued 10/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2010
Series 6 - Investment Company Products/Variable Contracts 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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