Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Diefenthaler is a registered representative of J.P. Morgan Securities LLC and has been in the industry since 1999. Jeffrey Michael Diefenthaler is also a registered investment advisor representative. Jeffrey Michael Diefenthaler holds the Series 63, 65, 7 and SIE exams. Prior to joining J.P. Morgan Securities LLC, Jeffrey Michael Diefenthaler was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SIGMA FINANCIAL CORPORATION and FIDELITY BROKERAGE SERVICES 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
1
2
MI
03/28/2024 - Present
J.p. Morgan Securities LLC (Birmingham MI)
MI
01/11/2013 - 12/23/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
06/26/2009 - 12/14/2012
SIGMA FINANCIAL CORPORATION (PLYMOUTH MI)
MI
09/23/1998 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities 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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