Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Bloomquist is a financial advisor with J.P. Morgan Securities LLC, located in Denver, CO. Jeffrey has over 20 years of experience in the financial services industry. He is a Series 7, Series 24, Series 63, and Series 79TO licensed professional and holds a SIE designation. Prior to joining J.P. Morgan Securities LLC, Jeffrey worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and Fleet Securities, Inc. Jeffrey's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
10/29/2018 - Present
J.p. Morgan Securities LLC (Denver CO)
CO
11/01/2010 - 05/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NC
04/01/2004 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
TX
11/15/2000 - 04/01/2004
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities 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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