Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Yuan is a financial advisor who has been in the industry since 2019. Jack is registered with J.p. Morgan Securities LLC and has been working with them since July 2019. Jack's previous employment history includes positions at JP Morgan Chase Bank, N.A., and HSBC Bank USA, NA. Jack's specializations include a variety of financial products and services, including securities, investment company products, variable contracts, and other financial instruments. Jack has obtained several licenses and certifications, including the Series 7, Series 63, Series 66, and SIE exams. Jack's firm J.p. Morgan Securities LLC offers a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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
11/28/2022 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials 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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