Unclaimed
Jayson De Jesus Collazo is a financial advisor registered with J.P. Morgan Securities LLC and is also registered as an Investment Advisor Representative. Jayson has been in the financial services industry since 2012 and has experience with several firms including Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Jayson specializes in serving individuals, high-net-worth individuals, corporations or other businesses, insurance companies, 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
TX
07/11/2023 - Present
J.p. Morgan Securities LLC (SAN MARCOS TX)
TX
05/05/2023 - 06/02/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (San Marcos TX)
FL
08/12/2022 - 03/30/2023
WELLS FARGO CLEARING SERVICES, LLC (KISSIMMEE FL)
FL
04/09/2012 - 10/01/2015
WELLS FARGO ADVISORS, LLC (KISSIMMEE FL)
BOTH
Issued 09/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2012
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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