Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Alessandrini is an investment advisor representative with Edward Jones. Jean has been in the industry since January 12, 2007 and has experience with multiple financial firms including J.P. Morgan Securities LLC and Chase Investment Services Corp. Jean is currently registered as an investment advisor representative in California and Texas. Jean is experienced with portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
12/19/2018 - Present
Edward Jones (HERMOSA BEACH CA)
CA
10/01/2012 - 11/11/2015
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
07/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANHATTAN BEACH CA)
CA
01/21/2005 - 01/15/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (TORRANCE CA)
NY
02/05/2003 - 12/01/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
10/08/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
AZ
11/27/2001 - 06/27/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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