Unclaimed
Jessica L. Sullivan is a financial advisor with J.p. Morgan Securities LLC. She is registered with the state of Ohio and has a Series 66, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7 licenses. Jessica has been in the financial industry since July 2002 and has experience with a variety of financial products and services. Jessica is also an adjunct professor at Franklin University where she teaches undergraduate courses in financial planning and introductory economics.
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 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
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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