Unclaimed
Jeffrey Nause is a financial professional with over 20 years of experience in the industry. Jeffrey has been with J.P. Morgan Securities LLC since October 2008. Prior to that, Jeffrey was with J.P. Morgan Securities Inc. in New York, New York. Jeffrey is a licensed securities professional, holding Series 7, 9, 10, 24, and 66 licenses. Jeffrey also holds the Securities Industry Essentials (SIE) designation. Jeffrey specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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
DE
10/01/2008 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NY
11/22/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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