Unclaimed
Jeff Probst is a financial advisor with J.P. Morgan Securities LLC. Jeff has been in the industry since 1999 and has experience working with high-net-worth individuals, corporations, and institutions. Jeff holds multiple FINRA licenses and registrations, including Series 7, 63, and 65. Jeff has also passed the SIE Exam and is a Branch Manager. Jeff specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients.
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
MI
01/06/2014 - Present
J.p. Morgan Securities LLC (FARMINGTON HILLS MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON WOODS MI)
IL
02/24/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/17/1999 - 02/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2000
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 Jeff Probst is the right advisor for you? Invested Better is here to help.