Unclaimed
Jeremy Bell is a financial advisor at J.P. Morgan Securities LLC in NEW YORK, NY. Jeremy has been in the financial industry since 2003. Jeremy is also a Registered Principal and has passed the Series 7, Series 10, Series 24, Series 55, Series 57TO and the SIE exams. Jeremy specializes in providing financial advice to individuals 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
NY
08/07/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
MA
11/08/2010 - 10/17/2011
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/08/2010 - 10/17/2011
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
11/08/2010 - 10/17/2011
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
11/08/2010 - 10/17/2011
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/01/2009 - 04/09/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
05/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
04/22/2003 - 10/11/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/22/2003 - 10/11/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
11/07/2000 - 03/03/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2016
Series 14 - Compliance Officer Examination
BC
Issued 07/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/06/2000
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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