Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eveann? Claim Your ProfileEveann Jerry is a financial advisor with J.P. Morgan Securities LLC. Eveann has been in the industry since 2010. She is registered with FINRA and the state of Delaware. Eveann holds the Series 6, Series 63, and SIE licenses. Prior to joining J.P. Morgan Securities, Eveann was employed by WELLS FARGO CLEARING SERVICES, LLC in Bear, Delaware.
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
DE
05/12/2022 - Present
J.p. Morgan Securities LLC (Middletown DE)
DE
03/15/2021 - 04/26/2022
WELLS FARGO CLEARING SERVICES, LLC (BEAR DE)
DE
08/15/2014 - 09/01/2020
WELLS FARGO CLEARING SERVICES, LLC (BEAR DE)
NY
10/01/2012 - 06/24/2014
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
12/04/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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