Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nakama is a registered representative with J.p. Morgan Securities LLC. Jeffrey is a licensed securities agent in California. Jeffrey is currently based out of the firm's Santa Monica branch office. Jeffrey has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Uniform Securities Agent State Law Examination (Series 63).
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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CA
06/27/2024 - Present
J.p. Morgan Securities LLC (SANTA MONICA CA)
BC
Issued 07/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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