Unclaimed
Jessica Daczo is a registered representative with J.p. Morgan Securities LLC. Jessica has been in the industry since 2019 and is licensed in 53 states and the District of Columbia. Jessica is also a registered investment advisor and holds Series 7, 63, and 65 licenses. Jessica specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Jessica has experience working with individuals, corporations, high-net-worth clients, 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
IL
02/05/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
11/06/2019 - 07/22/2021
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials 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
Not sure Jessica Daczo is the right advisor for you? Invested Better is here to help.