Unclaimed
Jennifer Cherrey is a financial advisor who has been in the industry since 2006. Jennifer is registered with J.P. Morgan Securities LLC and has held previous roles at Credit Suisse Securities (USA) LLC and Goldman, Sachs & Co.. Jennifer is licensed to provide investment advisory services in District of Columbia and 53 other states. Jennifer's areas of expertise include providing financial planning, pension consulting, and selecting other advisors for clients.
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
DC
06/02/2022 - Present
J.p. Morgan Securities LLC (Washington DC)
NY
03/02/2010 - 09/22/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/12/2005 - 08/18/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2015
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
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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