Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Akpolo is a financial professional with over eight years of experience in the industry. Jason is currently registered with J.p. Morgan Securities LLC, where Jason is a Registered Representative, Investment Adviser Representative, and General Securities Principal. Prior to joining J.p. Morgan Securities LLC, Jason was a Registered Representative and Investment Adviser Representative with BMO Capital Markets Corp. Jason is also a Registered Representative and Investment Adviser Representative with Morgan Stanley. Jason has a wide range of experience in the financial services industry, including investment banking, trading, and operations. Jason holds the Series 7, 9, 10, 24, 57, 63, 66, 79, 99, and SIE licenses. Jason is also registered as an Investment Adviser Representative in New York.
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
NY
02/15/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/18/2020 - 11/30/2022
BMO CAPITAL MARKETS CORP. (New York NY)
NY
01/10/2018 - 12/08/2020
MORGAN STANLEY (NEW YORK NY)
NY
01/08/2018 - 01/10/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NJ
07/09/2015 - 03/02/2016
E*TRADE CLEARING LLC (JERSEY CITY NJ)
GA
06/11/2014 - 07/09/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/09/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
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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