Unclaimed
Jeffrey Fisher is a financial advisor with J.P. Morgan Securities LLC, a firm with a wide range of services and a significant presence in the financial industry. Jeffrey is a seasoned professional with experience in the industry. Jeffrey has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Jeffrey's experience and qualifications make him well-suited to help individuals and businesses with their financial planning needs.
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
09/13/2013 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Fisher is the right advisor for you? Invested Better is here to help.