Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Shohdy is a financial advisor at Edward Jones, a firm with a strong presence in the financial services industry. Jacqueline has been in the financial industry for over a decade, starting her career at J.P. Morgan Securities LLC and later moving to Chase Investment Services Corp. before joining Edward Jones in 2019. Jacqueline holds multiple licenses, including Series 6, 7, 63, and 66, demonstrating her commitment to staying up-to-date with industry regulations. Jacqueline offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses, ensuring comprehensive financial solutions for her clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
12/20/2021 - Present
Edward Jones (Mission Viejo CA)
CA
10/01/2012 - 03/19/2014
J.P. MORGAN SECURITIES LLC (MISSION VIEJO CA)
CA
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MISSION VIEJO CA)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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