Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C. Jen is a financial professional with over 20 years of experience in the industry. David has a strong background in investment company products and variable contracts. David currently works at J.P. Morgan Securities LLC in Houston, TX. Prior to joining J.P. Morgan Securities LLC, David was employed with World Group Securities, Inc. and WMA Securities, Inc.. David is licensed in Texas and Tennessee and holds the Series 6, Series 6TO, and Series 63 licenses. David is an active member of the industry and is committed to providing his clients with the best possible financial advice.
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
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2
TX
11/05/2019 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
GA
04/12/2002 - 09/05/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/25/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
06/03/1997 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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