Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schottenstein is a financial advisor with over 27 years of experience in the financial services industry. Jeffrey is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Prior to joining J.P. Morgan, Jeffrey was with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Thomas Weisel Partners LLC. Jeffrey holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Jeffrey specializes in providing financial advice to high-net-worth individuals, families, and businesses. Jeffrey is a fiduciary and is committed to providing his clients with objective and unbiased advice.
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
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2
CA
03/26/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
01/05/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
10/09/2002 - 01/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/21/1999 - 10/16/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 05/21/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
10/04/1995 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 11/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1995
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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