Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nunnally is a registered investment advisor representative with J.P. Morgan Securities LLC. Jason has been in the financial services industry since 1997 and has a wide range of experience working with individuals, businesses, and institutions. Jason has been with J.P. Morgan Securities LLC since 2012. Previously, Jason worked at Chase Investment Services Corp., Westrock Advisors, Inc., McGinn, Smith & Co., Inc., Paulson Investment Company, Inc., Mercer Partners Incorporated, HD Brous & Co., Inc., LCP Capital Corp. and Northeast Securities, Inc.. Jason specializes in providing financial planning, portfolio management, 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
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2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (LEVITTOWN NY)
NY
03/19/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTBURY NY)
NY
07/19/2004 - 02/19/2008
WESTROCK ADVISORS, INC. (MELVILLE NY)
NY
07/31/2001 - 07/16/2004
MCGINN, SMITH & CO., INC. (ALBANY NY)
OR
05/24/2001 - 07/30/2001
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NY
03/01/2001 - 05/30/2001
MERCER PARTNERS INCORPORATED (NEW YORK NY)
NY
09/09/1999 - 02/23/2001
HD BROUS & CO., INC. (GREAT NECK NY)
NY
05/09/1997 - 09/17/1999
LCP CAPITAL CORP. (STATEN ISLAND NY)
NY
12/06/1996 - 05/02/1997
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
IA
Issued 08/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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