Unclaimed
Jody B. Parker is a financial professional with over 20 years of experience in the industry. Jody currently works at J.p. Morgan Securities LLC where they have been since October 2008. Previously, Jody worked for J.P. MORGAN SECURITIES INC., BEAR, STEARNS & CO. INC., SCHONFELD SECURITIES, LLC, and ANDOVER BROKERAGE, L.L.C.. Jody is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63 and 55 licenses. Jody is also licensed to sell securities in multiple states across the US.
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
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/12/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/17/2003 - 05/13/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/16/2002 - 07/18/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
06/06/2002 - 09/11/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
02/26/2002 - 05/31/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
10/15/2001 - 02/21/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/2001
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
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