Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Marie Juricka is a financial advisor with over 20 years of experience in the industry. Jeanne is currently registered with LPL Financial LLC in Newport Beach, California. Jeanne has previously held positions at several other firms, including J.P. Morgan Securities LLC, Stephen A. Kohn & Associates, LTD., TD Ameritrade, Inc., Citigroup Global Markets Inc., and Prudential Securities Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/06/2024 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
02/25/2022 - 06/24/2024
LPL FINANCIAL LLC (SAN JUAN CAPISTRANO CA)
CA
02/21/2019 - 01/17/2020
J.P. MORGAN SECURITIES LLC (MISSION VIEJO CA)
FL
02/24/2017 - 06/01/2018
STEPHEN A. KOHN & ASSOCIATES, LTD. (LUTZ FL)
CA
02/08/2010 - 03/04/2015
TD AMERITRADE, INC. (MISSION VIEJO CA)
CA
06/05/2007 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
ME
05/07/2007 - 05/17/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
09/07/2001 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
NY
08/22/2000 - 07/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/19/1999 - 10/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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