Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jhana-rae? Claim Your ProfileJhana-Rae Cole is a registered investment advisor representative with J.P. Morgan Securities LLC. Jhana-Rae has been in the securities industry for over 5 years. Jhana-Rae is registered in 53 states and holds the Series 7, Series 10, Series 66 and SIE licenses. Jhana-Rae specializes in providing financial planning, pension consulting, and selection of other advisors to individuals, businesses, and corporations. Jhana-Rae has previously worked at Morgan Stanley and E*TRADE SECURITIES LLC.
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
OH
05/01/2024 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
03/30/2021 - 01/11/2024
MORGAN STANLEY (Columbus OH)
OH
01/13/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Columbus OH)
OH
12/03/2020 - 03/01/2021
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
10/21/2019 - 01/27/2020
MORGAN STANLEY (COLUMBUS OH)
OH
05/24/2019 - 06/12/2019
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
BOTH
Issued 09/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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