Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal M. Jackson is a Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Crystal has been in the securities industry since 2000. Crystal is registered with the Securities and Exchange Commission and is licensed in 53 states and jurisdictions. Crystal's previous employers include Morgan Stanley and TD Waterhouse Investor Services, Inc. Crystal holds Series 7, 9, 10, 24, 63, and 66 licenses. Crystal also has a SIE exam passed in 2018. Crystal offers a wide range of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisors.
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
MA
08/09/2018 - Present
J.p. Morgan Securities LLC (Boston MA)
NY
11/21/2016 - 07/18/2018
MORGAN STANLEY (NEW YORK NY)
NY
09/09/2013 - 11/21/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/07/2011 - 10/09/2013
MORGAN STANLEY (PURCHASE NY)
NY
03/22/2006 - 07/11/2011
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NE
08/09/2004 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
11/21/2001 - 08/09/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NE
03/25/2000 - 11/06/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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