Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Berkey is an investment professional who is registered with FINRA and the state of Florida. Jacquelyn has been in the securities industry for over 2 years and is associated with J.P. Morgan Securities LLC. Jacquelyn is licensed to sell investment company products and variable contracts, and has passed the Securities Industry Essentials Examination. Jacquelyn's current branch office is located in Bradenton, Florida.
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
FL
09/08/2021 - Present
J.p. Morgan Securities LLC (BRADENTON FL)
BC
Issued 09/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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