Unclaimed
Jared Dolce is a registered representative with J.p. Morgan Securities LLC and has been in the industry since December 2002. Jared is a Series 7, 9, 10, 55, 57TO, 63 and SIE licensed advisor. Previously, Jared was employed by Morgan Stanley & Co. LLC in New York, NY and Deutsche Bank Securities Inc. in Chicago, IL. Jared specializes in the following areas: portfolio management for individuals and businesses, financial planning, and pension consulting. Currently, Jared Dolce is located in the Boston, MA branch of J.p. Morgan Securities 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
MA
05/22/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
NY
03/17/2015 - 05/22/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IL
06/22/2010 - 02/03/2015
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
10/22/2002 - 07/13/2010
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
Not sure Jared Dolce is the right advisor for you? Invested Better is here to help.