Unclaimed
Jeremiah Wise is a financial professional with over 8 years of experience in the financial services industry. Jeremiah has a strong background in securities and investment advisory services, holding registrations in multiple states. Jeremiah is currently associated with J.P. Morgan Securities LLC, a firm with over $249 Billion in assets under management. Jeremiah is committed to providing comprehensive financial planning and portfolio management services to a diverse clientele, including individuals, families, and businesses.
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
IL
09/19/2020 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
06/03/2014 - 03/24/2017
FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)
IL
08/20/2013 - 12/20/2013
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
IL
04/21/2012 - 06/20/2012
NEW ENGLAND SECURITIES (SCHAUMBURG IL)
IA
Issued 12/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts 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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