Unclaimed
Jennifer Leoce is a registered representative at J.p. Morgan Securities LLC and has been in the industry since 2002. Jennifer has worked at both Barclays Capital Inc. and Stifel, Nicolaus & Company, Incorporated in the past. Jennifer has been working at JP Morgan Chase Bank NA since March of 2016 and has been registered with FINRA since March of 2016. Jennifer is licensed to sell securities in all states of the U.S. and has a Series 7 and 66 securities license. Jennifer is currently registered with FINRA, the state of New York, North Carolina, Ohio, Texas, and Louisiana. Jennifer specializes in retirement planning, estate planning, and investment management for individuals and businesses.
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
NY
03/28/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/04/2015 - 03/21/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/09/2002 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
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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