Unclaimed
Jacqueline Y Perrins is an active investment advisor representative, registered in both the District of Columbia and Texas. Jacqueline Perrins has been working in the financial industry since October 27, 1996 and is currently affiliated with J.p. Morgan Securities LLC. Jacqueline Perrins has held prior registrations with J.P. MORGAN SECURITIES INC. Jacqueline Perrins's professional experience includes various roles within the financial industry, including positions at Chase Securities Inc., J.P. MORGAN SECURITIES INC., and J.P. MORGAN CHASE BANK, NA. Jacqueline Perrins is a Series 63 and Series 65 licensed advisor. Jacqueline Perrins also holds Series 7, Series 9, and Series 10 licenses. Jacqueline Perrins has been a director of the Explore Museum since May 19, 2017.
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
DC
08/14/2023 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (WASHINGTON DC)
NY
10/28/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
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
Not sure Jacqueline Perrins is the right advisor for you? Invested Better is here to help.