Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake D. Taylor is a financial advisor registered with J.p. Morgan Securities LLC. Jake is located in SYOSSET, NY and is licensed to provide financial advice in Connecticut, Florida, New Jersey and New York. Jake has been in the financial industry since November 2019. The firm has over 262,000 clients and manages more than $249 billion in assets under management.
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
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NY
11/06/2019 - Present
J.p. Morgan Securities LLC (SYOSSET NY)
BC
Issued 11/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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