Unclaimed
Jaehyung Jeon is an experienced financial professional with a focus on securities and investment services. Currently, Jaehyung is registered with HSBC Securities (USA) Inc. where has been employed since May 31, 2024. Prior to joining HSBC Securities (USA) Inc., Jaehyung worked at BGC FINANCIAL, L.P., CIBC WORLD MARKETS CORP. and CREDIT AGRICOLE SECURITIES (USA) INC. Jaehyung holds the Series 63, Series 7TO and SIE licenses, and has been working in the financial services industry since October 7, 2022. Jaehyung specializes in a variety of investment services, including providing asset allocation recommendations and working with third-party advisors to manage client assets.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/31/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
01/24/2024 - 04/04/2024
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
11/04/2022 - 01/26/2023
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/27/2019 - 11/13/2020
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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