Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jarvis is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been working in the financial industry since May 2015. Jessica holds the Series 6, 7TO, 63, and 66 licenses and has been registered with the Securities and Exchange Commission (SEC) in Illinois and Texas. In addition to her current role with Merrill Lynch, Jessica has previously worked with J.P. Morgan Securities LLC and PFS Investments INC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
IL
07/19/2016 - 08/24/2018
J.P. MORGAN SECURITIES LLC (AURORA IL)
IL
06/20/2013 - 12/04/2014
PFS INVESTMENTS INC. (NAPERVILLE IL)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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