Unclaimed
Jeffrey Willis Durkee is a financial advisor with J.p. Morgan Securities LLC in DRIPPING SPRINGS, TX. Jeffrey has been in the industry since September 20, 1982, and has held positions at several firms including Chase Investment Services Corp, M&T Securities, Inc, Legg Mason Wood Walker, Incorporated, and Citigroup Global Markets Inc. Jeffrey is registered with the following securities authorities: FINRA, Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 15, and Series 24. Jeffrey has a wide range of experience in the financial services industry and is committed to providing his clients with personalized investment advice and guidance. Jeffrey is a trusted advisor for individuals, families, and businesses, helping them achieve their financial goals.
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
TX
05/08/2013 - Present
J.p. Morgan Securities LLC (DRIPPING SPRINGS TX)
CA
03/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PACIFIC PALISADES CA)
MD
04/12/2007 - 02/08/2012
M&T SECURITIES, INC. (BALTIMORE MD)
MD
02/22/2006 - 06/02/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/21/2006 - 04/17/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
05/12/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/07/1981 - 05/20/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/07/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 04/17/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
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
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