Unclaimed
Jerry Capetillo is a registered representative of J.p. Morgan Securities LLC in San Antonio, Texas. Jerry has been in the securities industry since 2007. Jerry is registered to offer securities in all states of the United States. Jerry has experience with both individuals and businesses, as well as insurance companies and charitable organizations.
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
07/06/2017 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
08/12/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN ANTONIO TX)
TX
09/04/2006 - 11/01/2007
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BOTH
Issued 06/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2006
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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