Unclaimed
Jeff Connors is a financial advisor with J.P. Morgan Securities LLC. Jeff has been in the financial industry since 2008 and holds the Series 7, 6, and 63 licenses. Jeff specializes in working with high-net-worth individuals, corporations, and charitable organizations. Jeff's clients benefit from his experience and commitment to providing personalized financial advice. He has a strong focus on financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jeff’s previous experience includes working with Wells Fargo Advisors, LLC and Delaware Distributors, L.P.
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
DE
07/15/2013 - Present
J.p. Morgan Securities LLC (Newark DE)
NC
12/01/2010 - 08/22/2012
WELLS FARGO ADVISORS, LLC (HUNTERSVILLE NC)
PA
01/17/2001 - 07/23/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts 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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