Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Aderholt is a financial advisor at J.P. Morgan Securities LLC, with over two years of experience in the industry. Zachary is registered with FINRA as a Registered Representative and holds the Series 7, Series 63, Series 66, and Series 6TO licenses, as well as the SIE exam. Zachary has previously worked at Hefren-Tillotson, Inc. and has experience providing financial services to a variety of clients, including individuals, corporations, 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
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2
OH
03/11/2021 - Present
J.p. Morgan Securities LLC (WINTERSVILLE OH)
PA
04/25/2016 - 12/07/2018
HEFREN-TILLOTSON, INC. (CANONSBURG PA)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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