Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay A. Culbertson is a financial advisor who has been in the industry since August 10, 2002. Currently, Jay is a registered representative of J.P. Morgan Securities LLC and is licensed in Ohio and Texas. Prior to joining J.P. Morgan Securities LLC, Jay worked at CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and EDWARD JONES. Jay holds Series 63, 66, 7 and SIE licenses and specializes in a variety of areas, including retirement planning, college savings, insurance and estate planning.
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
OH
08/25/2017 - Present
J.p. Morgan Securities LLC (Oakwood OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TROY OH)
IL
01/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
06/06/2002 - 11/22/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
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
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