Unclaimed
Jean Philistin is an investment advisor representative at J.P. Morgan Securities LLC. Jean has been in the industry since May 4, 2000, and is registered in 16 states. Jean is currently licensed to sell securities and provide investment advice in New Jersey and New York. Prior to joining J.P. Morgan Securities LLC, Jean worked for a number of other firms including Chase Investment Services Corp., E*TRADE Securities LLC, J.P. Turner & Company, L.L.C., Raikes 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 holds a Series 7, Series 63, and Series 65 licenses. Jean is a board member of Life of Hope Investment, a non-profit organization 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 11/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
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
Not sure Jean Philistin is the right advisor for you? Invested Better is here to help.