Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A. Fry is a financial advisor with J.p. Morgan Securities LLC. Jeffrey has been in the financial services industry since 2011. Jeffrey has held previous roles at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MUFG SECURITIES AMERICAS INC., BTMU SECURITIES, INC., and BNP PARIBAS SECURITIES CORP. Jeffrey has a wide range of experience and expertise, including investment banking, portfolio management, and financial planning. Jeffrey is registered in 53 states and the District of Columbia and is a member of FINRA. Jeffrey offers a variety of financial services to individuals, families, and businesses. Jeffrey is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
06/30/2023 - Present
J.p. Morgan Securities LLC (Bloomfield Hills MI)
MI
05/10/2019 - 06/20/2023
BOFA SECURITIES, INC. (AUBURN HILLS MI)
CA
08/30/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
04/01/2017 - 08/07/2018
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
CA
10/18/2012 - 04/01/2017
BTMU SECURITIES, INC. (SAN FRANCISCO CA)
NY
05/25/2011 - 09/24/2012
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 79 - Investment Banking Registered 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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