Unclaimed
Jessica Sullivan is a registered representative with J.P. MORGAN SECURITIES LLC. Jessica has been in the industry since 2002 and is registered in multiple states. Jessica has worked for various firms during her career, including CHASE INVESTMENT SERVICES CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jessica holds several securities licenses including Series 4, Series 7, Series 24, Series 52TO, Series 53 and the SIE. In addition to her work at J.P. MORGAN SECURITIES LLC, Jessica is also an adjunct professor at Franklin University.
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
03/06/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
08/17/2005 - 05/16/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
NY
08/30/2000 - 07/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 7/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/25/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/2/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2000
Series 7 - General Securities 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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