Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ullucci is a registered representative with J.p. Morgan Securities LLC. Jacob has been in the industry since November 2023 and is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jacob specializes in investment banking and holds the Series 79TO, Series 63, and SIE licenses.
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
MA
11/22/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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