Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Boettner is a registered investment advisor representative with J.P. Morgan Securities LLC and has been in the industry since 1994. Jeffrey has a Series 7, Series 63, and Series 66 licenses and is registered in 34 states. Jeffrey was previously employed by CHASE INVESTMENT SERVICES CORP., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and WACHOVIA SECURITIES, LLC. Jeffrey works out of the Tucson, Arizona branch of J.P. Morgan Securities LLC.
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
AZ
09/20/2013 - Present
J.p. Morgan Securities LLC (TUCSON AZ)
AZ
08/16/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
WI
02/12/2004 - 08/03/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MO
12/21/1993 - 10/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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 Boettner is the right advisor for you? Invested Better is here to help.
