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 Trares is a financial advisor with over 20 years of experience in the financial services industry. Currently registered with J.P. Morgan Securities LLC, Jeffrey has served clients in several roles, including financial advisor, registered representative, and investment advisor representative. Jeffrey has a broad range of experience in the financial services industry, having previously worked with Chase Investment Services Corp., Banc One Securities Corporation, TCF Investments, Inc., Securities America, Inc., Multi-Financial Securities Corporation, and Liberty Life Securities LLC. Jeffrey is dedicated to providing comprehensive financial planning services to individuals, families, and businesses, with a focus on investment management, retirement planning, and estate planning.
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
11/13/2020 - Present
J.p. Morgan Securities LLC (BURTON MI)
MI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (SAGINAW MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAGINAW MI)
IL
12/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/16/2003 - 12/01/2003
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
NE
04/29/2002 - 01/09/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
10/16/2001 - 04/30/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NH
04/26/2001 - 10/03/2001
LIBERTY LIFE SECURITIES LLC (DOVER NH)
BOTH
Issued 11/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2001
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Jeffrey Trares is the right advisor for you? Invested Better is here to help.
