Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bonsol is a financial advisor with over 10 years of experience in the financial industry. Jeffrey is registered with J.P. Morgan Securities LLC. Jeffrey has been registered with J.P. Morgan Securities LLC since March 2019. Jeffrey has also been registered with a number of other firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, OptionsHouse, LLC, and Avatar Securities, LLC. Jeffrey holds a Series 6, Series 7, Series 63, and Series 66 license. Jeffrey is currently licensed in Texas and Illinois. Jeffrey's specializations include investment strategies, portfolio management, financial planning, and retirement planning. Jeffrey focuses on serving high net worth individuals, corporations, businesses, and charitable organizations.
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
IL
03/12/2019 - Present
J.p. Morgan Securities LLC (CAROL STREAM IL)
NY
07/09/2018 - 10/15/2018
AVATAR SECURITIES, LLC (NEW YORK NY)
IL
08/24/2015 - 06/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELK GROVE VILLAGE IL)
IL
01/21/2015 - 07/21/2015
OPTIONSHOUSE (CHICAGO IL)
IL
10/05/2010 - 01/21/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
08/09/2010 - 10/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
07/04/2007 - 05/07/2009
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
BOTH
Issued 11/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
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
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