Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schulman is a registered investment advisor representative with j.p. Morgan Securities LLC. Jennifer has been in the financial services industry since 2001. Jennifer has Series 7, 63, 65, and SIE licenses and has been registered with FINRA since 1996. Jennifer has also held previous roles with MBSC, LLC, CITIGROUP GENEVA CAPITAL STRATEGIES INC., SALOMON SMITH BARNEY INC., and TD WATERHOUSE INVESTOR SERVICES, INC. Jennifer is registered with the Securities and Exchange Commission and provides investment advisory services for individuals, corporations, and institutions. Jennifer's specializations include investment management, financial planning, pension consulting, and selection of other advisors.
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
CA
01/18/2024 - Present
J.p. Morgan Securities LLC (Irvine CA)
NY
03/29/2005 - 06/20/2006
MBSC, LLC (NEW YORK NY)
CA
04/20/2004 - 03/08/2005
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
NY
06/27/2001 - 01/10/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NE
03/19/1996 - 10/23/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
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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