Unclaimed
Vanessa Ormiston is a registered representative with J.P. Morgan Securities LLC and has been in the industry since October 24, 2014. Vanessa holds the Series 6, Series 63, and SIE licenses. Vanessa is registered in California. J.P. Morgan Securities LLC is a large firm with a wide range of investment products and services available. The firm manages more than $50 billion in assets and has over 262,000 clients.
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
10/25/2014 - Present
J.p. Morgan Securities LLC (WEST COVINA CA)
BC
Issued 08/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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