Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo? Claim Your ProfileJo A Alexander is an active investment advisor representative with J.p. Morgan Securities LLC. Jo has been in the financial industry since February 16, 2008, and has a broad range of experience in the securities industry. Jo is registered with FINRA as well as the state of Delaware, and has passed the Series 63, Series 65, Series 24, Series 99TO, SIE, and Series 7 exams. Jo has previously worked with J.P. MORGAN SECURITIES INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Jo has a strong understanding of investment strategies and is committed to providing personalized financial advice to clients.
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
DE
06/16/2014 - Present
J.p. Morgan Securities LLC (Newark DE)
NY
04/22/2004 - 12/31/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/01/2001 - 08/18/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/18/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MN
06/15/1995 - 09/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/15/1995 - 09/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/02/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
Not sure Jo Alexander is the right advisor for you? Invested Better is here to help.
