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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Henrikson is a financial advisor with J.p. Morgan Securities LLC, based in Nashville, TN. Jeffery has been a registered representative since 1993 and has a wide range of experience in the financial services industry. Jeffery offers financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffery is licensed to provide investment advice in 54 states and the District of Columbia. Jeffery has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
TN
01/27/2017 - Present
J.p. Morgan Securities LLC (Nashville TN)
TN
11/29/2013 - 12/31/2016
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
PA
04/04/2012 - 11/25/2013
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MEETING PA)
NJ
03/29/2007 - 04/05/2012
PNC INVESTMENTS (BRIDGEWATER NJ)
NJ
01/29/2003 - 03/13/2007
CHASE INVESTMENT SERVICES CORP. (PARAMUS NJ)
NY
06/15/1999 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/09/1997 - 05/03/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/08/1997 - 05/03/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MN
08/31/1995 - 01/04/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1995 - 01/04/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/20/1994 - 02/27/1995
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
09/22/1993 - 09/20/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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MIAX PEARL, LLC
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Nasdaq Stock Market
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New York Stock Exchange
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