Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Patrick is an investment advisor representative with J.p. Morgan Securities LLC, located in New York, NY. Jeffrey Alan Patrick has been in the industry since 2003 and is registered with FINRA. The advisor has passed the Series 7, Series 25, Series 63 and Series 66 exams. Jeffrey Alan Patrick has worked previously with a number of other firms including NYLIFE Securities LLC, E*TRADE Securities LLC, Kellogg Partners Institutional Services LLC, Jefferies Execution Services, Inc., Kenny & Co., LLC, Peter C. Kenny, Inc., and Prudential Securities Incorporated.
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
NY
05/12/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
SC
01/22/2009 - 03/04/2014
NYLIFE SECURITIES LLC (CHARLESTON SC)
NJ
02/28/2008 - 05/27/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
06/12/2006 - 02/28/2007
KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC (NEW YORK NY)
NY
12/17/2003 - 02/17/2006
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
NY
01/04/2002 - 01/02/2004
KENNY & CO., LLC (NEW YORK NY)
NY
08/27/2001 - 01/02/2002
PETER C. KENNY, INC. (NEW YORK NY)
NY
04/03/2001 - 08/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 25 - NYSE Trading Assistant Examination
BC
Issued 03/26/1999
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
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