Unclaimed
Jaylynn Leilani Jury is a financial professional with over 20 years of experience in the industry. Jaylynn is currently registered with Charles Schwab & CO., Inc. and has previously held positions at OPTIONSXPRESS, INC., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Jaylynn has a wide range of experience and holds several licenses and designations, including Series 7, Series 9, Series 10, Series 55, Series 57TO and SIE. Jaylynn is a licensed professional in 25 states and is a member of FINRA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
02/12/2013 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
01/07/2015 - 11/14/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
WA
01/03/2011 - 11/23/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
06/26/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGX Exchange, Inc.
F
FINRA
M
MEMX LLC
N
Nasdaq Stock Market
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