Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Adams is an investment advisor representative with j.p. Morgan Securities LLC. Zachary Adams has been in the securities industry for more than 6 years. Zachary Adams is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 53 states and the District of Columbia. Zachary Adams also has a Series 66 license, which allows Zachary Adams to provide investment advice. Zachary Adams has a strong track record of success in the financial services industry. Zachary Adams specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Zachary Adams is committed to providing clients with personalized service and tailored solutions to meet their financial needs. Zachary Adams has been a registered representative with j.p. Morgan Securities LLC since 2016. Zachary Adams has also been a registered investment advisor representative with j.p. Morgan Securities LLC since 2016. Zachary Adams is a highly qualified and experienced investment advisor representative who is committed to providing clients with excellent service.
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
OH
12/09/2016 - Present
J.p. Morgan Securities LLC (Columbus OH)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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