Unclaimed
Jessica Terry is a financial advisor with J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Jessica specializes in providing financial planning, portfolio management, and selection of other advisors. Jessica has been in the industry for 2 years and is licensed to provide investment advice in Louisiana. Jessica's background includes a comprehensive understanding of investment company products and variable contracts, as demonstrated by her Series 6TO exam.
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
LA
02/03/2023 - Present
J.p. Morgan Securities LLC (BOSSIER CITY LA)
BC
Issued 02/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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