Unclaimed
Jeremy J. Brown is an investment advisor representative at J.P. Morgan Securities LLC, with over 10 years of experience in the financial services industry. Jeremy is licensed to provide investment advice in Arizona and Texas. Jeremy has a wide range of experience, including working at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy holds Series 63, Series 65, and Series 6TO licenses. Jeremy is also an active member of FINRA.
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
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2
AZ
08/27/2024 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
11/03/2022 - 06/11/2024
WELLS FARGO CLEARING SERVICES, LLC (CHANDLER AZ)
NY
04/14/2022 - 09/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
05/24/2019 - 09/30/2020
J.P. MORGAN SECURITIES LLC (MESA AZ)
AZ
12/22/2018 - 05/03/2019
WELLS FARGO CLEARING SERVICES, LLC (CHANDLER AZ)
IA
Issued 01/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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