Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pearson is a financial advisor with J.P. Morgan Securities LLC, and is registered to offer investment advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Jeffrey previously worked at CHARLES SCHWAB & CO., INC. Jeffrey has been in the industry since 2023 and has experience with individual investors, high net worth individuals, business development companies, charitable organizations, corporations or other businesses, labor unions, insurance companies, and pension and profit-sharing plans. Jeffrey holds the Series 63, Series 7TO, and SIE securities licenses.
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
IL
06/12/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
10/09/2023 - 05/10/2024
CHARLES SCHWAB & CO., INC. (Chicago IL)
BC
Issued 10/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials 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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