Unclaimed
Jacklyn Rider is a financial advisor with over 20 years of experience in the industry. Jacklyn is currently registered with J.p. Morgan Securities LLC and has been with the firm since August 2017. Prior to that, Jacklyn worked at Citigroup Global Markets Inc. and Morgan Joseph & Co. Inc. Jacklyn's specializations include securities, portfolio management, investment advisory, and financial planning.
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
NJ
11/17/2022 - Present
J.p. Morgan Securities LLC (Summit NJ)
NJ
03/28/2017 - 08/24/2017
CITI PRIVATE ADVISORY, LLC (Short Hills NJ)
NJ
09/09/2011 - 08/24/2017
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NJ
02/23/2010 - 08/19/2011
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NY
08/03/2005 - 12/11/2008
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/30/2004 - 07/29/2005
MORGAN JOSEPH & CO. INC. (WHITE PLAINS NY)
NY
07/28/2003 - 01/30/2004
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
08/17/2000 - 07/25/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BOTH
Issued 07/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/11/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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