Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Dewese is a financial advisor with J.p. Morgan Securities LLC, a large firm with assets under management greater than $50 billion. Jacqueline Dewese has over 20 years of experience in the financial services industry. Jacqueline Dewese is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) and holds Series 7, 9, 10, and 66 licenses. Jacqueline Dewese is also a Certified Financial Planner™. Jacqueline Dewese specializes in financial planning, portfolio management, and investment advice for both individuals and businesses.
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
TX
11/04/2013 - Present
J.p. Morgan Securities LLC (Magnolia TX)
TX
01/24/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (THE WOODLANDS TX)
TX
01/01/2006 - 09/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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