Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ferraro is a financial advisor at J.P. Morgan Securities LLC. Jeffrey has been a financial advisor since 1998 and is currently registered with the state of Connecticut. Jeffrey has a long history of experience in the financial services industry, having previously worked at TD Private Client Wealth LLC, Fieldpoint Private Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Quick & Reilly, Inc.
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
CT
07/19/2024 - Present
J.p. Morgan Securities LLC (Greenwich CT)
CT
04/14/2017 - 07/24/2024
TD PRIVATE CLIENT WEALTH LLC (Greenwich CT)
NY
05/16/2012 - 05/21/2015
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NY
10/23/2009 - 05/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
02/23/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
06/18/1997 - 10/06/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
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
Not sure Jeffrey Ferraro is the right advisor for you? Invested Better is here to help.
