Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey S. Nist is a financial advisor with J.P. Morgan Securities LLC. Jeffrey is based in CANTON, OH and has been working in the financial industry since 2015. Jeffrey has a strong background in providing financial advice, and has previously worked for other firms like the Huntington Investment Company and LPL Financial LLC. Jeffrey offers various financial services such as financial planning, portfolio management for individuals and businesses, and pension consulting.
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
OH
11/30/2023 - Present
J.p. Morgan Securities LLC (CANTON OH)
OH
06/23/2022 - 11/10/2023
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
NY
06/09/2021 - 06/17/2022
LPL FINANCIAL LLC (BUFFALO NY)
NY
10/27/2015 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
MO
02/25/2015 - 04/24/2015
EDWARD JONES (ST. LOUIS MO)
OH
12/11/2013 - 05/20/2014
STATE FARM VP MANAGEMENT CORP. (CANTON OH)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2013
Series 6 - Investment Company Products/Variable Contracts 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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