Unclaimed
Jack Qu is a registered representative with J.p. Morgan Securities LLC. Jack is licensed to provide investment advice in Washington. Jack has been in the financial services industry since September 29, 2022. Jack has passed the Series 63, Series 6TO and SIE exams. Jack specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans.
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
WA
09/30/2022 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jack Qu is the right advisor for you? Invested Better is here to help.