Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Pratt Remsen is a financial advisor currently registered with J.P. Morgan Securities LLC, where he has been employed since March 2022. Prior to joining J.P. Morgan, Zachary Remsen was with Newbrook Capital and Activate Consulting. Zachary Remsen has a broad experience in the industry and has worked with clients ranging from high-net-worth individuals to corporations and charitable organizations. He holds Series 7, 7TO, 55, 63, and 66 licenses and is registered in all 50 states for both securities and investment advisory services.
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
NY
09/29/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
08/09/2011 - 05/16/2013
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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
Not sure Zachary Remsen is the right advisor for you? Invested Better is here to help.
