Unclaimed
Jeffrey Mead is a financial advisor with J.P. Morgan Securities LLC, based in Bainbridge Island, Washington. Jeffrey has been in the securities industry since 2000. Previously, Jeffrey was a financial advisor with Chase Investment Services Corp. and Edward Jones. Jeffrey is registered to provide investment advice in Washington and Texas. Jeffrey holds FINRA Series 7, Series 63 and Series 65 licenses. Jeffrey also holds the SIE exam.
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
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (BAINBRIDGE ISLAND WA)
WA
11/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAINBRIDGE ISLAND WA)
WA
12/01/2005 - 10/28/2010
EDWARD JONES (BAINBRIDGE ISLAND WA)
NJ
04/25/2000 - 12/07/2005
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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