Unclaimed
Courtney Jeans is a financial advisor registered with Regions Securities LLC. Courtney has been in the securities industry since 2018. Courtney is licensed to provide securities advice and services in 15 states including Georgia, Texas, Florida, and Illinois. Courtney also holds the Series 7, Series 63, Series 24, SIE, and Series 79TO licenses. Courtney has previously worked for J.P. MORGAN SECURITIES LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC..
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.
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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2
GA
01/05/2022 - Present
Regions Securities LLC (Atlanta GA)
TX
06/25/2019 - 01/03/2022
J.P. MORGAN SECURITIES LLC (DALLAS TX)
NY
01/02/2003 - 08/13/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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