Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kasun is a financial advisor with J.P. Morgan Securities LLC, based in Milwaukee, WI. Jennifer has been in the industry since 2000 and has a broad range of experience, having previously worked at LPL Financial LLC, UVEST Financial Services Group, Inc., Vision Investment Services, Inc., Salomon Smith Barney Inc., and Banc One Securities Corporation. Jennifer holds a number of licenses, including Series 6, 7, 63, and 65. She is registered to provide investment advisory services in Texas and Wisconsin. Jennifer's expertise includes portfolio management for individuals and businesses, financial planning, and pension consulting.
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
WI
05/05/2023 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
07/05/2011 - 10/05/2015
LPL FINANCIAL LLC (MILWAUKEE WI)
WI
08/01/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MILWAUKEE WI)
WI
07/07/2005 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IL
11/28/2001 - 09/23/2003
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
NY
03/26/1999 - 03/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IL
11/30/1998 - 03/31/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/01/1996 - 10/01/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 05/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1996
Series 6 - Investment Company Products/Variable Contracts 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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