Unclaimed
Jack Jerusalmi is a registered representative at J.P. Morgan Securities LLC and has been in the industry since July 20, 2021. Jack is licensed in all 50 states plus the District of Columbia and Puerto Rico. Jack's primary office is in New York, NY at 383 Madison Avenue. Jack holds the Series 63, 86, 87, and SIE licenses. Jack provides advisory services including financial planning, portfolio management, 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
NY
07/21/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 11/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/05/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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