Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leigh Shields is a registered representative with J.p. Morgan Institutional Investments Inc. Jeffrey has been in the industry since 2008. Currently, Jeffrey's registration is active with J.p. Morgan Institutional Investments Inc. in California.
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.
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.
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CA
08/31/2013 - Present
J.p. Morgan Institutional Investments Inc. (SAN FRANCISCO CA)
CT
12/01/2002 - 04/15/2005
UST SECURITIES CORP. (STAMFORD CT)
NY
04/05/2000 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
GA
08/30/1999 - 04/03/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 11/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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