Unclaimed
Jeremy C. Barber is a registered investment advisor representative with J.p. Morgan Securities LLC in Grand Rapids, Michigan. Jeremy has been in the financial industry since February 2020. Jeremy holds the Series 63, 65 and 7TO licenses and the SIE designation. Jeremy is currently registered to provide investment advice in 54 states and districts. Jeremy specializes in providing financial advice to individuals, families and businesses. Jeremy also has experience working with high-net-worth individuals, corporations and charitable organizations. Jeremy is a registered representative of J.p. Morgan Securities LLC and is also the owner of a boutique fitness franchise, StretchLab, in Caledonia, Michigan.
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
MI
04/02/2024 - Present
J.p. Morgan Securities LLC (Grand Rapids MI)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials 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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