Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hood is a financial professional with over 14 years of experience in the financial industry. He has been with J.P. Morgan Securities LLC since April 2021, specializing in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Prior to that, Jeffrey worked with IMST Distributors, LLC and Janus Henderson Distributors. He holds multiple licenses and designations, including Series 6, 7, 65 and 66, and has passed the Securities Industry Essentials Exam (SIE). Jeffrey serves clients throughout the United States.
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
CO
03/18/2024 - Present
J.p. Morgan Securities LLC (Denver CO)
CO
01/26/2018 - 04/23/2021
IMST DISTRIBUTORS, LLC (DENVER CO)
CO
07/10/2014 - 01/12/2018
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
CO
08/06/2010 - 04/14/2014
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
09/24/2008 - 08/19/2010
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
IA
Issued 3/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 6/1/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 9/23/2008
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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