Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Derusso is a financial advisor with over 35 years of experience in the industry. Jay is registered to provide investment advice in 54 states and jurisdictions and is also a registered representative of J.p. Morgan Securities LLC, and J.p. Morgan Private Wealth Advisors LLC. Jay's previous experience includes roles at First Republic Securities Company, LLC, UnionBanc Investment Services, LLC, Mercer Allied Company, L.P., Mercer Allied Corporation, and Pyramid Funds Corporation.
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
CA
09/06/2023 - Present
J.p. Morgan Securities LLC (Newport Beach CA)
CA
02/18/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
CA
11/27/2013 - 02/03/2016
UNIONBANC INVESTMENT SERVICES, LLC (IRVINE CA)
CA
12/09/1994 - 12/08/2011
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
NY
07/18/1994 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
NY
05/09/1986 - 02/08/1994
PYRAMID FUNDS CORPORATION (ALBANY NY)
IA
Issued 06/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1986
Series 6 - Investment Company Products/Variable Contracts 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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