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Donna Jean Helm Morris
DONNA J HELM, Donna Jean Helm, DONNA J TAFOYA, DONNA JEAN TAFOYA, DONNA JEAN WEGAND
CRD#: 2321448
IA
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J.P. MORGAN SECURITIES LLCCRD#: 79 205 Royal Palm Way
Palm Beach, FL 33480
Palm Beach, FL 33480
0
Disclosures
26
Years of Experience
View By:
State Registrations
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Alabama 7/6/2015
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Nebraska 6/12/2015
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Alaska 6/12/2015
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Nevada 6/23/2015
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Arizona 7/9/2015
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New Hampshire 6/15/2015
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Arkansas 6/15/2015
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New Jersey 6/16/2015
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California 6/16/2015
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New Mexico 6/15/2015
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Colorado 6/15/2015
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New York 6/15/2015
B
Connecticut 6/15/2015
B
North Carolina 6/16/2015
B
Delaware 6/12/2015
B
North Dakota 6/23/2015
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District of Columbia 6/16/2015
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Ohio 6/15/2015
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Florida 6/15/2015
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Oklahoma 6/15/2015
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Florida 1/24/2024
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Oregon 9/25/2015
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Georgia 6/26/2015
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Pennsylvania 6/15/2015
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Hawaii 6/12/2015
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Puerto Rico 7/7/2015
B
Idaho 6/12/2015
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Rhode Island 6/15/2015
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Illinois 6/16/2015
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South Carolina 6/12/2015
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Indiana 6/12/2015
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South Dakota 6/15/2015
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Iowa 6/15/2015
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Tennessee 6/15/2015
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Kansas 6/19/2015
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Texas 6/12/2015
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Kentucky 6/15/2015
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Texas 11/7/2023
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Louisiana 6/15/2015
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Utah 6/16/2015
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Maine 6/15/2015
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Vermont 6/17/2015
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Maryland 6/15/2015
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Virgin Islands 6/15/2015
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Massachusetts 6/15/2015
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Virginia 6/12/2015
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Michigan 6/15/2015
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Washington 6/12/2015
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Minnesota 6/15/2015
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West Virginia 6/30/2015
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Mississippi 6/24/2015
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Wisconsin 6/15/2015
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Missouri 6/24/2015
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Wyoming 6/12/2015
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Montana 6/15/2015
SRO Registrations
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IA
Registered with this firm since 11/7/2023
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Registered with this firm since 6/12/2015
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/25/2013 - 06/02/2015 | WILMINGTON, DE | |
B | 09/25/2013 - 06/02/2015 | WILMINGTON, DE | |
IA | 06/01/2009 - 10/14/2013 | GREENVILLE, DE | |
B | 06/01/2009 - 10/14/2013 | GREENVILLE, DE | |
IA | 05/01/2007 - 06/01/2009 | WILMINGTON, DE | |
B | 05/01/2007 - 06/01/2009 | WILMINGTON, DE | |
IA | 03/20/2007 - 04/23/2007 | IRVINE, CA | |
B | 03/20/2007 - 04/23/2007 | IRVINE, CA | |
IA | 05/01/2006 - 12/20/2006 | IRVINE, CA | |
B | 04/27/2006 - 12/20/2006 | IRVINE, CA | |
B | 04/27/2006 - 12/20/2006 | IRVINE, CA | |
B | 10/21/2005 - 04/17/2006 | SAN DIEGO, CA | |
IA | 07/08/1997 - 09/23/2004 | RANCHO BERNARDO, CA | |
B | 09/24/1997 - 09/23/2004 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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