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 over 14 years of experience in the financial services industry. Jesse is currently registered with J.P. Morgan Securities LLC and has been with the firm since January 2021. Jesse has been a registered representative of the firm in various capacities since January 2021. Prior to joining J.P. Morgan Securities LLC, Jesse was with USAA Financial Advisors, Inc. and Chase Investment Services Corp. Jesse has a strong background in providing financial advice to a wide range of clients, including individuals, families, and businesses. Jesse holds several licenses and certifications, including Series 7, 9, 10, 24, 51, and 66. Jesse is a highly experienced and qualified financial advisor who is committed to helping clients achieve their financial goals.
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 (Plano 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 4/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/5/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/7/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/2006
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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