Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne Beltran Jefferson is a financial advisor with J.P. Morgan Securities LLC, registered in California, Connecticut, New Jersey, and New York. Joanne has been in the industry since 2018 and has a Series 6, Series 63 and SIE license. Joanne's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC and J.P. Morgan Securities LLC in Vallejo, CA and San Francisco, CA. Joanne specializes in working with a variety of client types including high net worth individuals, corporations, and charitable organizations.
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
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2
CA
10/30/2020 - Present
J.p. Morgan Securities LLC (BENICIA CA)
CA
08/25/2020 - 09/24/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
09/14/2018 - 04/08/2020
J.P. MORGAN SECURITIES LLC (VALLEJO CA)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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