Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lynn Schwenkel is a financial advisor at J.p. Morgan Securities LLC. Jody has over 20 years of experience in the financial services industry. Jody is a Registered Representative and holds Series 7, Series 63, Series 24, and SIE licenses. Jody also has experience in portfolio management and financial planning. Jody specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions.
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
TX
01/27/2017 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
12/09/2003 - 12/24/2008
CHASE INVESTMENT SERVICES CORP. (THE WOODLANDS TX)
AL
07/14/2000 - 11/05/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IL
03/01/1999 - 07/20/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/07/1997 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
BC
Issued 03/02/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative 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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