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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tumminello is a financial advisor with over 25 years of experience. Jeffrey is currently registered with J.p. Morgan Securities LLC in Englishtown, NJ. Previously, Jeffrey worked for a number of firms, including CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., PRUCO SECURITIES CORPORATION, and JOSEPH STEVENS & COMPANY, INC. Jeffrey holds Series 7, Series 63, and Series 66 securities licenses. Jeffrey specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Jeffrey is also a registered investment advisor in the state of New Jersey and Texas.
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
NJ
03/03/2014 - Present
J.p. Morgan Securities LLC (ENGLISHTOWN NJ)
NJ
03/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENGLISHTOWN NJ)
NJ
08/02/2010 - 03/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRANCHBURG NJ)
NJ
10/01/2000 - 07/16/2010
WELLS FARGO ADVISORS, LLC (SOMERSET NJ)
NC
10/18/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
09/01/1998 - 05/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
04/25/1997 - 08/07/1998
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
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
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