Unclaimed
Jevon T. Price is a financial professional with over 20 years of experience in the industry. Jevon is currently registered with Forge Securities LLC, and has previously been registered with Forge Markets LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jevon holds a variety of licenses and qualifications, including Series 7, 9, 10, 24, 27, 66, 99 and SIE. Jevon has a strong background in financial services, and is dedicated to providing clients with personalized advice and guidance.
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.
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.
1
2
CA
10/28/2016 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
03/26/2021 - 09/10/2021
FORGE MARKETS LLC (San Francisco CA)
CA
05/18/2012 - 10/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
10/22/1997 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/20/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 09/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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