Unclaimed
Jessica Terhorst is a financial professional with over 10 years of experience in the industry. Jessica is currently registered with Aon Securities LLC, a firm based in Chicago, IL. Jessica has worked for a number of firms during her career, including BMO Nesbitt Burns Securities Ltd., BMO Harris Financial Advisors, Inc., BMO Investment Distributors, LLC, and J.P. Morgan Securities LLC. Jessica holds a Series 63, Series 7, Series 9, Series 10, Series 14, and Series 24 license and is a registered principal in Illinois.
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.
Fairness opinions
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.
1
2
IL
11/05/2021 - Present
AON Securities LLC (CHICAGO IL)
NA
07/01/2021 - 07/29/2021
BMO NESBITT BURNS SECURITIES LTD. (TORONTO, ONTARIO )
IL
01/22/2018 - 07/29/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
08/31/2018 - 02/07/2020
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
10/14/2011 - 01/16/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/08/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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