Unclaimed
Jeffrey Granger is a financial advisor at J.P. Morgan Securities LLC, located in Colleyville, Texas. Jeffrey has been a registered representative for over 17 years. Jeffrey has a Series 7, Series 66, and SIE license and has specialized knowledge in a variety of areas, including, but not limited to, retirement planning, estate planning, college savings, and insurance planning. Jeffrey is committed to helping individuals and families 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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (COLLEYVILLE TX)
TX
10/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLLEYVILLE TX)
TX
03/09/2009 - 04/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
TX
02/06/2008 - 02/05/2009
MORGAN STANLEY & CO. INCORPORATED (ARLINGTON TX)
TX
10/24/2005 - 02/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON TX)
NJ
11/16/2004 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
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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