Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Shackelford is a financial advisor with over 18 years of experience in the industry. Jason has been registered with J.p. Morgan Securities LLC since November 2021 and has previously worked with MUFG Securities Americas Inc., Natixis Securities Americas LLC, BNP Paribas Securities Corp., UBS Securities LLC, Lehman Brothers Inc., and Banc One Capital Markets, Inc. Jason holds FINRA Series 3, 7, and 63 licenses, as well as the SIE exam. Jason is registered in 53 states and is currently active in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jason specializes in providing financial planning, pension consulting, and selection of other advisors. Jason works with a variety of clients including high net worth individuals, corporations, and individuals other than high net worth. Jason's firm, J.p. Morgan Securities LLC, has over 262,000 clients and manages more than $249.7 billion in assets.
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
11/29/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2019 - 09/09/2021
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
NY
10/21/2014 - 10/15/2019
NATIXIS SECURITIES AMERICAS LLC (NEW YORK NY)
NY
06/04/2009 - 09/26/2014
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
06/19/2007 - 11/17/2008
UBS SECURITIES LLC (NEW YORK NY)
IL
04/23/2004 - 04/19/2007
LEHMAN BROTHERS INC. (CHICAGO IL)
IL
01/15/2003 - 12/19/2003
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2003
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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