Unclaimed
Jean Philistin is a financial advisor working with J.P. Morgan Securities LLC. Jean is registered in 16 states: Connecticut, Delaware, Florida, Georgia, Maryland, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Jean has over 20 years of experience in the financial industry, having previously worked with Chase Investment Services Corp., E*TRADE Securities LLC, J.P. Turner & Company, L.L.C., Raike Financial Group Inc., Spencer Clarke LLC, Ladenburg, Thalmann & Co., Inc., Dalton Kent Securities Group, Inc., PHD Capital, M.S. Farrell & Company, Inc., Walsh Manning Securities, LLC and Continental Broker-Dealer Corp.. Jean is licensed to sell a variety of financial products and services, including securities, investment advisory services, and insurance. Jean is also a board member for Life of Hope Investment, a non-profit community outreach center that helps immigrants and low-income individuals with basic needs.
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
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
08/08/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NJ
05/17/2007 - 07/31/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
GA
02/25/2004 - 01/23/2007
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
01/08/2003 - 09/12/2003
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
GA
10/31/2001 - 01/10/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
08/09/2001 - 10/22/2001
SPENCER CLARKE LLC (MIAMI BEACH FL)
NY
07/10/2001 - 09/07/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
02/15/2001 - 07/13/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
05/08/2000 - 02/07/2001
PHD CAPITAL (NEW YORK NY)
NY
03/11/1998 - 10/02/1998
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NA
05/19/1997 - 08/12/1997
WALSH MANNING SECURITIES, LLC
NY
05/08/1997 - 06/19/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 11/6/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/1997
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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