Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Perry is a financial professional with over 10 years of experience in the financial services industry. Jennifer is currently registered with J.P. Morgan Securities LLC, where she has been employed since December 2014. Prior to joining J.P. Morgan Securities LLC, Jennifer worked at KeyBanc Capital Markets Inc. Jennifer holds several licenses and registrations, including Series 7, Series 24, Series 63, Series 79 and SIE. Jennifer is registered in 53 states and the District of Columbia.
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
MA
12/12/2014 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
08/15/2006 - 06/04/2007
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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