Unclaimed
Jeffrey R. Ihrig is a financial advisor at J.P. Morgan Securities LLC. Jeffrey has been in the financial services industry since 1998 and has a broad range of experience. Jeffrey has worked with a number of other firms such as First Republic Securities Company, LLC and HSBC Securities (USA) Inc. Jeffrey has a strong track record of helping clients achieve their financial goals. Jeffrey is committed to providing personalized financial advice and working with clients to develop a plan that meets their unique needs.
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
09/29/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
09/20/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
NY
02/28/2012 - 08/21/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
07/17/1998 - 09/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/1998
Series 31 - Futures Managed Funds 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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