Unclaimed
Jessica Jung is a financial professional with over 17 years of experience in the industry. Jessica is a Certified Financial Planner™ and currently registered with Aegis Capital Corp. Jessica has a wide range of experience in investment banking, securities, and futures. Jessica has held prior positions with LPL Financial LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and Morgan Stanley DW Inc.. Jessica is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Minnesota, New Jersey, New York, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
1
2
TN
04/20/2021 - Present
Aegis Capital Corp. (Brentwood TN)
CA
10/26/2010 - 04/21/2021
LPL FINANCIAL LLC (PALO ALTO CA)
TN
02/13/2007 - 09/14/2010
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
01/10/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
NY
05/20/2005 - 01/04/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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