Unclaimed
Jacqueline Ibarra is a financial professional with over 14 years of experience in the financial services industry. Jacqueline currently works at J.P. Morgan Securities LLC. Prior to that, Jacqueline worked for U.S. Bancorp Investments, Inc., CCO Investment Services Corp., PNC Investments, and Natcity Investments, Inc. Jacqueline has a broad range of experience in financial services, including investments, financial planning, and portfolio management. Jacqueline is registered with the state of Illinois as an investment advisor representative.
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
IL
01/24/2022 - Present
J.p. Morgan Securities LLC (JOLIET IL)
IL
07/22/2014 - 06/10/2016
U.S. BANCORP INVESTMENTS, INC. (Lombard IL)
IL
10/29/2013 - 06/21/2014
CCO INVESTMENT SERVICES CORP. (LOMBARD IL)
IL
11/13/2009 - 10/30/2013
PNC INVESTMENTS (NAPERVILLE IL)
IL
09/29/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (AURORA IL)
BOTH
Issued 07/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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