Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Papa is a financial advisor registered with J.P. Morgan Securities LLC, serving clients in several states. Jeffrey has been in the financial services industry since 2001. The advisor is licensed and registered with the state of Illinois. The individual advisor is licensed and registered with the state of New Jersey. The individual advisor is licensed and registered with the state of New York. The individual advisor is licensed and registered with the state of Ohio. Jeffrey has also held past registrations with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Jeffrey specializes in providing financial planning, pension consulting, and selection of other advisors. Jeffrey also focuses on 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
NY
08/27/2015 - Present
J.p. Morgan Securities LLC (New York NY)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/14/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts 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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