Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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