Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rios is a financial advisor with over 20 years of experience in the financial services industry. Jennifer has held positions at several prominent firms, including Morgan Stanley, Citigroup Global Markets Inc., HSBC Securities (USA) Inc., and Chase Investment Services Corp. Jennifer currently works at J.P. Morgan Securities LLC. Jennifer's expertise includes providing portfolio management for both businesses and individuals, as well as financial planning services.
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
08/14/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/24/2023 - 05/21/2024
MORGAN STANLEY (PURCHASE NY)
NY
10/07/2022 - 05/23/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/13/2005 - 12/04/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IL
03/25/2004 - 03/15/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/09/2002 - 03/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/12/2002 - 08/07/2002
COMPREHENSIVE CAPITAL CORPORATION (GREAT NECK NY)
IA
Issued 10/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2002
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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