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Yanick Kolbjornsen midyette

J.p. Morgan Securities LLC

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About Yanick Kolbjornsen midyette

Yanick Kolbjornsen Midyette is a financial professional with over 20 years of experience in the industry. Yanick is currently a registered representative and investment adviser representative of J.P. Morgan Securities LLC, serving clients from the firm's Miami, FL office. Previously, Yanick has held positions at other prominent financial institutions including RBC Capital Markets, LLC, Morgan Stanley and Fidelity Brokerage Services LLC. Yanick holds a variety of licenses and certifications including Series 6, 7, 10, 24, 31, 63, and 65.

Firm Information

Yanick Kolbjornsen midyette is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

1111 Polaris Parkway

Columbus, OH 43240

$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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Yanick Kolbjornsen midyette’s Registration & Firm History

OH

05/10/2019 - Present

J.p. Morgan Securities LLC (Columbus OH)

CA

07/19/2017 - 05/08/2019

RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)

CA

03/28/2016 - 07/12/2017

MORGAN STANLEY (BEVERLY HILLS CA)

NY

05/09/2014 - 03/10/2016

FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)

GA

12/02/2013 - 05/06/2014

SUNTRUST INVESTMENT SERVICES, INC. (NORCROSS GA)

FL

02/26/2009 - 09/20/2013

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

09/07/2000 - 02/10/2009

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

TX

11/02/1999 - 08/31/2000

STANFORD GROUP COMPANY (HOUSTON TX)

NC

09/09/1998 - 09/22/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 4/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2020

Series 24 - General Securities Principal Examination

BC

Issued 6/24/2019

Series 4 - Registered Options Principal Examination

BC

Issued 7/30/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 6/11/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/2/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/22/1999

Series 7 - General Securities Representative Examination

BC

Issued 9/8/1998

Series 6 - Investment Company Products/Variable Contracts 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 Yanick Kolbjornsen midyette.
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