Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Neeley is a financial professional registered with J.p. Morgan Securities LLC. Jacob is located in Greenville, SC. The firm has offices in Greenville and numerous other locations. Jacob specializes in investment products, including investment company products, variable contracts, and securities. Jacob is qualified to provide financial planning 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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SC
02/20/2024 - Present
J.p. Morgan Securities LLC (Greenville SC)
BC
Issued 05/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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