Unclaimed
Jeremy Ebert is a financial advisor at J.P. Morgan Securities LLC. Jeremy has been in the financial services industry since September 11, 2005. Jeremy has experience working with a wide range of clients, including individuals, corporations, charitable organizations, and pension plans. Jeremy holds Series 6, 7, and 63 securities licenses. Jeremy is registered to provide financial advice in 30 states and specializes in investments, financial planning, portfolio management for businesses, and portfolio management for individuals. Jeremy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
OH
09/20/2013 - Present
J.p. Morgan Securities LLC (MARIETTA OH)
OH
04/05/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARIETTA OH)
WV
09/29/2005 - 08/03/2006
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
MO
09/12/2000 - 05/30/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 09/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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