Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Verklan is a financial advisor with over 25 years of experience in the financial services industry. Jerry is currently registered with J.P. Morgan Securities LLC and has a Series 7, 63, 65, 66, 8, 9, 10, 24 and SIE licenses. Jerry has previously worked for LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Scottrade, Inc., TD Waterhouse Investor Services, Inc., Dean Witter Reynolds Inc. and Chatfield Dean & Co., Inc. Jerry specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Jerry has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
FL
05/30/2022 - Present
J.p. Morgan Securities LLC (TAMPA FL)
SC
02/05/2018 - 02/07/2022
LPL FINANCIAL LLC (FORT MILL SC)
IL
07/27/2016 - 01/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
01/03/2002 - 07/18/2016
SCOTTRADE, INC. (NAPERVILLE SOUTH IL)
NE
08/13/1996 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/10/1995 - 05/07/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
08/21/1992 - 09/09/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1995
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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