Unclaimed
Jerry Hall is a financial advisor at J.P. Morgan Securities LLC. Jerry is a registered representative and investment advisor representative with 13 years of experience in the financial services industry. Jerry has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Jerry holds the Series 7, 6, 63, 24, 65, 99TO and SIE securities licenses. Jerry provides investment advice and portfolio management services.
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
OH
04/30/2013 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
11/13/2009 - 04/18/2013
PNC INVESTMENTS (COLUMBUS OH)
OH
10/21/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2009
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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