Unclaimed
Jennie Luchansky is a financial advisor with J.P. Morgan Securities LLC. Jennie has been in the financial services industry since 2010. She is registered with the state of Ohio and holds the Series 6 and SIE licenses. Jennie has experience working with individual investors, as well as corporations and other businesses. Her clients include high-net-worth individuals, insurance companies, and charitable organizations. Jennie is committed to providing her clients with personalized financial advice that meets their unique needs.
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
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (TROY OH)
OH
07/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TROY OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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