Unclaimed
Tyler Rogers Old is a registered representative with J.P. Morgan Securities LLC. Tyler has over 15 years of experience in the financial services industry. Tyler is currently registered with the state of California and holds the following licenses: Series 7, 50, 53, 63, 86 and 87. Tyler specializes in providing financial advice and portfolio management for individuals, businesses, and institutions.
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
09/20/2019 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
10/01/2008 - 03/11/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NY
10/07/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/22/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/06/2004
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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