Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McMahon is a financial advisor with over 29 years of experience in the industry. Jeffrey currently works for J.P. Morgan Securities LLC. Jeffrey is a registered investment advisor in New Jersey and has Series 6, 26, 63 and 65 securities licenses. Jeffrey has worked with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Prior to J.P. Morgan, Jeffrey worked for Park Avenue Securities LLC and Pruco Securities, LLC.
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
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2
NJ
06/06/2022 - Present
J.p. Morgan Securities LLC (WESTFIELD NJ)
NJ
11/16/2020 - 03/31/2022
PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)
NJ
06/10/2020 - 11/10/2020
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
12/23/1992 - 04/17/2020
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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