Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Aydelott is a financial advisor with over 16 years of experience in the financial services industry. She is currently registered with J.P. Morgan Securities LLC in Walnut Creek, California. Jenny has held previous positions with firms such as Citigroup Global Markets Inc., UnionBanc Investment Services, LLC, and CitiCorp Investment Services. Jenny is a Series 6 and Series 63 licensed professional, with a strong focus on providing investment advice and financial planning services to individuals, businesses, corporations, and charitable organizations.
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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2
CA
12/24/2020 - Present
J.p. Morgan Securities LLC (WALNUT CREEK CA)
CA
05/16/2014 - 01/21/2020
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE CA)
CA
11/13/2013 - 05/02/2014
UNIONBANC INVESTMENT SERVICES, LLC (PLEASANTON CA)
CA
05/29/2007 - 09/19/2013
CITIGROUP GLOBAL MARKETS INC. (SAN RAMON CA)
CA
07/10/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (BRENTWOOD CA)
BC
Issued 10/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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