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Carissa Marielle Jackson

J.p. Morgan Securities LLC

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About Carissa Marielle Jackson

Carissa Marielle Jackson is a financial advisor with J.P. Morgan Securities LLC. Carissa has been in the financial services industry since 2000. Carissa has experience working with individuals, corporations, and other organizations. Carissa is registered with FINRA and the state of Florida. Carissa holds a Series 7, Series 6, and Series 66 license. Carissa specializes in retirement planning, investment planning, and insurance. Carissa is also a Board Member at Large for the Ponte Vedra Chamber of Commerce and a Board Member for the Flagler Tiger Bay Club.

Firm Information

Carissa Jackson is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Carissa Jackson’s Registration & Firm History

FL

02/12/2025 - Present

J.p. Morgan Securities LLC (Ponte Vedra Beach FL)

NC

10/24/2018 - 11/04/2021

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

NC

01/26/2015 - 11/07/2016

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NC

11/15/2007 - 01/07/2015

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

MN

04/09/2003 - 06/01/2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MO

04/16/2002 - 03/28/2003

EDWARD JONES (ST. LOUIS MO)

NC

07/11/2000 - 10/23/2001

EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)

NJ

02/16/2000 - 07/18/2000

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

MN

03/03/1999 - 01/11/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/03/1999 - 01/11/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

05/14/1998 - 04/01/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carissa Marielle Jackson.
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