Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery S Brin is a financial advisor with J.p. Morgan Securities LLC, based in Glenview, Illinois. Jeffery has been a registered representative in the financial services industry since 1993. Before joining J.p. Morgan Securities LLC, Jeffery worked at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, A. G. EDWARDS & SONS, INC., and Prudential Securities Incorporated. Jeffery holds Series 7, 63 and 65 licenses and is registered in multiple states, including Illinois, Texas, California, Florida, New York, and others. Jeffery provides financial planning and portfolio management services to individuals, corporations, and institutions.
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
IL
09/20/2013 - Present
J.p. Morgan Securities LLC (GLENVIEW IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENVIEW IL)
IL
06/18/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/20/1996 - 06/28/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/24/1993 - 09/24/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
07/22/1993 - 08/23/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1993
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
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