Unclaimed
Jace Eakin is a financial advisor currently registered with Evercore Group LLC. Jace is licensed to offer financial advice in 37 states, including Texas, where Jace is based. Jace previously worked for Evercore Group L.L.C., LPL FINANCIAL LLC and Securian Financial Services, Inc. Jace holds the Series 7TO, Series 66 and SIE exams. Jace has been in the financial industry since 2020.
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.
1
2
TX
08/20/2024 - Present
Evercore Group LLC (HOUSTON TX)
TX
06/21/2023 - 09/06/2023
EVERCORE GROUP L.L.C. (HOUSTON TX)
TX
12/03/2021 - 10/13/2022
LPL FINANCIAL LLC (TYLER TX)
TX
11/21/2020 - 12/09/2021
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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