Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Walker is a financial advisor with J.P. Morgan Securities LLC based in Plano, Texas. Jeremy Walker has over 8 years of experience in the financial services industry. Jeremy Walker specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeremy Walker holds a Series 66 license and also holds Series 4, Series 7, Series 24, Series 52TO, Series 53, and Series 99TO licenses. Jeremy Walker is registered to provide investment advice in 53 states and Puerto Rico.
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
TX
08/20/2018 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
12/01/2017 - 03/29/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Dallas TX)
TX
11/29/2017 - 12/21/2017
LPL FINANCIAL LLC (DALLAS TX)
TX
01/09/2017 - 11/29/2017
NATIONAL PLANNING CORPORATION (DALLAS TX)
TX
05/05/2015 - 01/05/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/2022
Series 4 - Registered Options Principal Examination
BC
Issued 08/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/05/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 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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