Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Simpson is a financial advisor with over 35 years of experience in the industry. Currently, Jacques is registered with J.p. Morgan Securities LLC, and has been with the firm since October 2012. Prior to that, Jacques was registered with Chase Investment Services Corp., Banc One Securities Corporation, First Chicago NBD Investment Services, Inc., Gary-Wheaton Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacques is a Certified Financial Planner and is registered as an Investment Advisor Representative in Illinois and Texas. Jacques specializes in providing financial planning, pension consulting, and portfolio management services 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
IL
09/13/2013 - Present
J.p. Morgan Securities LLC (Wheaton IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/11/1992 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
05/02/1986 - 02/10/1992
GARY-WHEATON INVESTMENT SERVICES, INC.
NA
01/21/1986 - 04/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1990
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities 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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