Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey P. Sullivan is a financial advisor with J.p. Morgan Securities LLC. Jeffrey has been in the industry since 2016. Prior to joining J.p. Morgan Securities LLC, Jeffrey worked at HSBC Securities (USA) INC. Jeffrey is licensed to sell securities in Massachusetts.
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
MA
10/10/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
05/02/2019 - 07/24/2023
HSBC SECURITIES (USA) INC. (BOSTON MA)
NY
10/18/2004 - 09/07/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NA
06/12/1992 - 03/15/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/12/1989 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
BC
Issued 05/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1989
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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