Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaycee? Claim Your ProfileJaycee Campuzano is a financial advisor registered with J.p. Morgan Securities LLC and is based in Los Angeles, CA. Jaycee has over three years of experience in the financial services industry. Previously, Jaycee worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and NYLIFE Securities LLC. Jaycee holds multiple licenses and certifications including Series 3, Series 7, Series 6, Series 63, and Series 66 licenses. Jaycee specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
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
11/14/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
06/14/2022 - 11/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
08/31/2021 - 11/10/2021
WELLS FARGO CLEARING SERVICES, LLC (CANYON COUNTRY CA)
CA
04/02/2021 - 06/10/2021
NYLIFE SECURITIES LLC (GLENDALE CA)
BOTH
Issued 12/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials 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
Not sure Jaycee Campuzano is the right advisor for you? Invested Better is here to help.
