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Financial Planning Services Advisors in Westerville, Ohio
275 Results
Unclaimed

J.p. Morgan Securities LLC

location

WESTERVILLE, OH

0 Disclosures

ADVISOR BIO

Huy Duc Dao is a registered representative at J.p. Morgan Securities LLC. Huy has been in the industry since August 2024. Huy's office is located at 370 S Cleveland Ave, Floor 2 in WESTERVILLE, OH. Huy holds the Series 7TO and SIE licenses. Huy is registered in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico. Huy's firm is registered with FINRA and has more than $50 billion in assets under management. J.p. Morgan Securities LLC has 262026 clients, and the firm provides financial planning, pension consulting, selection of other advisers and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

WESTERVILLE, OH

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Isabelle Grace Stalter is a financial advisor at J.P. Morgan Securities LLC. Isabelle holds Series 63, Series 7TO and SIE licenses and is registered in 53 states, including Ohio. Isabelle has been in the industry since December 5, 2023. Isabelle's areas of expertise include investment advisory services and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

AE Wealth Management, LLC

location

Westerville, OH

0 Disclosures

ADVISOR BIO

J. Burke Howard is an investment advisor representative at AE Wealth Management, LLC. J. Burke Howard has over 19 years of experience in the financial services industry. J. Burke Howard is registered with the state of Ohio and has a Series 7 and Series 66 securities license. J. Burke Howard has been with AE Wealth Management, LLC since 2022. Previously, J. Burke Howard was with KESTRA INVESTMENT SERVICES, LLC and AMERITAS INVESTMENT CORP. J. Burke Howard is also the owner of Merit Advisors, LLC and Merit Benefits, LCC. J. Burke Howard specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. J. Burke Howard is also a board member of the Fellowship of Christian Athletes (Whole in One Ministry). J. Burke Howard's current employment is with AE Wealth Management, LLC. J. Burke Howard's previous employment includes KESTRA INVESTMENT SERVICES, LLC and AMERITAS INVESTMENT CORP. J. Burke Howard is licensed in Ohio and Texas. J. Burke Howard has a Series 7 and Series 66 securities license. J. Burke Howard has been in the financial services industry for over 19 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Westerville, OH

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

James Rodi has been a securities professional since July 22, 1992. James is a registered representative with J.P. Morgan Securities LLC, where James has been employed since October 1, 2012. James holds licenses for Series 7, Series 63, Series 24, Series 99TO, and SIE. Before joining J.P. Morgan Securities LLC, James worked at Chase Investment Services Corp., BANC One Securities Corporation, First Chicago NBD Investment Services, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. James has specializations in Equity, Fixed Income, Mutual Funds, Options, and Variable Annuities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Westerville, OH

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Janet Lea Gabel is a financial advisor who has been in the industry since June 1999. Janet is currently registered with Ameriprise Financial Services, LLC and is licensed in several states, including Ohio, Texas, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Michigan, Nevada, North Carolina, South Carolina, Tennessee, Virginia, and Washington. Janet has a broad range of experience and has held previous positions with IDS LIFE INSURANCE COMPANY, LINSCO/PRIVATE LEDGER CORP., and PFS INVESTMENTS INC. Janet's expertise includes asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Westerville, OH

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jason Rhodes is a registered representative with J.P. Morgan Securities LLC, a firm that has more than $50 billion in assets under management. Jason has been in the industry since September 2021, and is registered to provide securities and investment advisory services in all 50 states. Jason has earned the Series 7TO and Series 63 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Westerville, OH

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jason Moreo is a financial advisor with J.P. Morgan Securities LLC. Jason is registered with FINRA and the states of Ohio and Texas. Jason specializes in providing financial planning and portfolio management services to high net worth individuals, corporations, and pension and profit-sharing plans. Jason has over 10 years of experience in the financial services industry. Before joining J.P. Morgan Securities LLC, Jason worked for JP Morgan Chase Bank NA and Safelite Group Inc DBA Safelite Autoglass. Jason is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Private Advisor Group, LLC

location

Westerville, OH

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jason Codrea is a financial advisor who has been in the industry since 2003. Jason is currently registered with Private Advisor Group, LLC and holds licenses in several states. Jason has a wide range of experience in the financial industry, including working with individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Westerville, OH

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jason Demopoulos is a financial advisor at J.P. Morgan Securities LLC with over 20 years of experience in the financial industry. Jason has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jason is registered to provide investment advice in 53 states, including Texas and Ohio. Jason can help clients with a wide range of financial needs, including investment management, retirement planning, and estate planning. Jason holds Series 7TO, SIE, and Series 66 licenses. Prior to joining J.P. Morgan, Jason was a financial advisor at UBS Financial Services INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WESTERVILLE, OH

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Jay Nader is a registered representative with Wells Fargo Clearing Services, LLC, located in Westerville, OH. Jay has been in the industry since 1986 and has experience with a variety of financial institutions, including UBS Financial Services Inc. and Morgan Stanley Smith Barney. Jay is registered with the state of Ohio and holds Series 3, 7, 63, and 65 licenses. In addition to serving clients at Wells Fargo Clearing Services, LLC, Jay also serves as President of the Auld Ridge Estates Property Owners Association.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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