Unclaimed
Jeremy D. Jones is a financial advisor with over 8 years of experience in the industry. Jeremy is currently registered with J.p. Morgan Securities LLC and is licensed in 53 states and the District of Columbia. Prior to joining J.p. Morgan Securities LLC, Jeremy worked at Capital One Investing, LLC. Jeremy holds several securities licenses, including Series 7, 9, 10, 24, 63, and 66. Jeremy provides financial planning, portfolio management, and other advisory services for individuals, businesses, and institutional clients. Jeremy is also registered as an Investment Advisor Representative with J.p. Morgan Securities LLC in Texas.
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
LA
10/22/2018 - Present
J.p. Morgan Securities LLC (HOUMA LA)
LA
07/17/2015 - 09/19/2018
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
08/27/2010 - 03/28/2013
SCOTTRADE, INC. (METAIRIE LA)
BOTH
Issued 08/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
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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