Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Carroll is a financial advisor with J.p. Morgan Securities LLC based in Greenville, South Carolina. Jacob specializes in providing financial advice to individuals and businesses. Jacob is licensed to conduct securities business in South Carolina and is registered with FINRA and SIPC. Jacob has earned the Series 63, 6TO, and SIE licenses and is actively pursuing a career in financial services.
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
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2
SC
10/07/2022 - Present
J.p. Morgan Securities LLC (Greenville SC)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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