Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey B. McCoy is an active investment advisor representative at J.P. Morgan Securities LLC. Jeffrey McCoy has worked in the financial services industry since March 16, 2018. Jeffrey McCoy is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds Series 7, SIE, and Series 79TO licenses. Jeffrey B. McCoy has also passed the Uniform Securities Agent State Law Examination (Series 63). Jeffrey B. McCoy has worked at Wachovia Securities, LLC, Wachovia Securities, Inc. and Wachovia Capital Markets, LLC prior to joining J.P. Morgan Securities LLC.
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
GA
10/10/2022 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
NC
07/01/2003 - 08/30/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/15/2002 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/05/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 11/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey McCoy is the right advisor for you? Invested Better is here to help.
