Unclaimed
Vanessa Downer is a registered representative with J.p. Morgan Securities LLC. Vanessa has been in the industry since October 2013 and has a Series 7, Series 63, and SIE license. Vanessa has a strong track record of providing financial advice to individuals, families, and businesses. J.p. Morgan Securities LLC is a full-service brokerage firm that offers a wide range of financial products and services, including investment management, retirement planning, and insurance.
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
MA
09/29/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
10/24/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
BC
Issued 12/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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