Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse F. Alonzo is a financial advisor with J.P. Morgan Securities LLC. Jesse has been in the financial industry since December 2006. Jesse is a Series 7, 9, 10, 24, 51, and 66 licensed individual. Jesse has been registered with J.P. Morgan Securities LLC since January 2021. Jesse also holds a Series 66 registration with the state of California. Jesse was previously registered with USAA Financial Advisors, Inc., Chase Investment Services Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
01/25/2021 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
12/23/2010 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
03/19/2008 - 11/17/2010
CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)
TX
04/03/2006 - 03/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 04/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2006
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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