Unclaimed
Jeremy James Witkowski is a financial advisor with over 20 years of experience in the financial services industry. Jeremy is currently registered with J.P. Morgan Securities LLC, where Jeremy has been employed since October 2012. Jeremy has been active in the financial services industry since June 2002. Prior to joining J.P. Morgan Securities LLC, Jeremy was employed by Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., LaSalle Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jeremy is registered in multiple states as both a Broker-Dealer and Investment Advisor, including Michigan, Texas, Arizona, California, Connecticut, Florida, Georgia, Illinois, Kansas, Kentucky, Minnesota, Missouri, Ohio, Oregon, South Carolina, Tennessee, Virginia, and Wisconsin.
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
11/17/2023 - Present
J.p. Morgan Securities LLC (WESTLAND MI)
MI
12/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEARBORN HEIGHT MI)
MI
10/23/2009 - 12/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DEARBORN MI)
MI
02/20/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (GARDEN CITY MI)
MN
05/10/2002 - 01/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/2002 - 01/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2002
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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