Unclaimed
Jerome Phillips is a registered representative with J.P. Morgan Securities LLC, based in Los Angeles, California. Jerome has been in the industry since August 6, 2023, and holds the Series 79TO, Series 63, and SIE licenses. Jerome is also registered to sell securities in California and New York. Jerome specializes in providing investment advice to individuals, businesses, high-net-worth individuals, and charitable organizations. Jerome offers financial planning, pension consulting, and selection of other advisors.
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
CA
08/07/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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