Unclaimed
Jessica Lubin is a registered representative with J.P. Morgan Securities LLC. Jessica has a Series 6TO and SIE license and is registered to conduct business in Florida. Jessica’s experience in the industry began in 2023. J.P. Morgan Securities LLC is a broker-dealer and investment advisor that provides financial planning, portfolio management, and other services to a wide range of clients. The firm has more than 262,000 clients and manages more than $249 billion in assets.
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
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FL
01/18/2023 - Present
J.p. Morgan Securities LLC (PORT RICHEY FL)
BC
Issued 01/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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