Hey! Ive been in banking as Licensed RM, I just need 7 and 65 and I’m looking to move to the securities. I’ve interviewed with AXA and Mutual of Omaha, but I need a recommendation for an entry-level.

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You have to figure out if you are going to be a product pusher or an actual Financial advisor-once you figure out what's most important to you then you figure out the route you want to go-I worked at JPMS and they are NOT financial advisors they are product pushers to make the house the most $$.

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Where are you located? I would recommend you not get 7 and look for opportunities in the RIA space.

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Where are you located ?

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I’m in New York, and that’s why I’m leaving JPMorgan cause I want to become a true Financial Planner not a product pusher !

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Where are you in NY? We are an RIA located on LI. Would be willing to talk if the geography works.

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Where in NY? Located in Albany and would be glad to speak with you about opportunities

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You can become a Financial planner at JP, just need to get off the retail banking side. Their wealth management arm is very strong but not easy to get in.

If you are in NY city, try and find a RIA to hook up with. Chances are they will want you to have a 7 if you are a RM and no experience out side of that. Mainly due to the knowledge of options and individual securities. Good luck!

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Anyone know how to share contact information on here?

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Hey GM, just drop an email or take mines. Jaynotes@icloud.com. Isn’t you the person from the RÍA in LI?

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Just messaged you @JPMorgan

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@WealthManagementAdvisor1 LI is good for me. I’m right in NYC, I drive too. Can you give me a way to contact you?

@VicePresident1 I’m in NYC. But unfortunately, Albany is pretty far for me. About 3.5 hours drive. But if you willing to talk provide me with a contact that way we can go over the topic. Thank you!

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