Unclaimed
Edgar L. Jackson is a financial advisor at J.P. Morgan Securities LLC. Edgar has been in the financial services industry for over 17 years. Edgar specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Edgar has experience in working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Edgar holds FINRA Series 6, 7, 63, and 66 licenses. Edgar is registered to provide investment advisory services in Michigan and Texas. Edgar has held previous roles with Citizens Securities, Inc., Edward Jones, and JPMorgan Chase Bank. Edgar is committed to providing his clients with the highest level of service and personalized 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
1
2
MI
03/07/2024 - Present
J.p. Morgan Securities LLC (BIRMINGHAM MI)
MI
10/29/2020 - 02/21/2024
CITIZENS SECURITIES, INC. (DEARBORN HEIGHTS MI)
MI
11/01/2018 - 10/21/2020
EDWARD JONES (LIVONIA MI)
MI
01/22/2016 - 07/19/2016
J.P. MORGAN SECURITIES LLC (FARMINGTON HILLS MI)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 6 - Investment Company Products/Variable Contracts 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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