Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Pich Jones is an active advisor currently registered with J.p. Morgan Securities LLC in San Francisco, CA. Jennifer has been in the industry since 2002, working with various firms including First Republic Securities Company, LLC, Wells Fargo Funds Distributor, LLC and Pacific Growth Equities, LLC. Jennifer's expertise lies in investment advisory services and has a strong background in portfolio management for individuals and businesses. She is also a specialist in 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
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CA
09/29/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
04/14/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
NC
09/18/2018 - 04/08/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
ME
11/05/2015 - 08/16/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
03/09/2004 - 04/16/2007
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
MN
10/14/2002 - 02/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/14/2002 - 02/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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