Unclaimed
Jared D Rawson is a registered investment advisor with J.p. Morgan Securities LLC. Jared is a seasoned professional with over 16 years of experience in the financial services industry. Jared has held various positions at different firms, including Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and Hancock Investment Services, Inc. Jared's expertise lies in providing comprehensive financial planning services, including investment management for individuals and businesses, as well as pension consulting. Jared holds licenses for both broker-dealer and investment advisory services.
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
TX
06/21/2024 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
05/23/2020 - 02/23/2024
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
05/05/2008 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
LA
06/07/2007 - 04/29/2008
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
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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