Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Gerard Batta is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and Morgan Stanley. Jackson is a licensed representative in New Jersey, New York, and Texas. Jackson holds the Series 66, Series 7TO, and SIE licenses. Jackson has been in the financial services industry since March 2023. Jackson has experience working with a variety of clients including individuals, businesses, investment clubs, charitable organizations, insurance companies, banking or thrift institutions, and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/28/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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