Unclaimed
Jahaira Zorrilla is a financial advisor at J.P. Morgan Securities LLC. Jahaira has been in the industry since 2011. Jahaira is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7TO, 63 and 66 licenses. Jahaira has experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Jahaira is also registered with the state of Maryland and Texas. Previously, Jahaira worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO CLEARING SERVICES, LLC.
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
MD
07/25/2024 - Present
J.p. Morgan Securities LLC (Towson MD)
MD
02/03/2020 - 08/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
FL
12/07/2011 - 01/09/2020
WELLS FARGO CLEARING SERVICES, LLC (COCONUT GROVE FL)
BOTH
Issued 06/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 6 - Investment Company Products/Variable Contracts 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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