Unclaimed
Joi Lynette Rushing is a registered representative of J.P. Morgan Securities LLC and has been in the industry since 2009. Joi has been associated with J.P. Morgan Securities LLC for a number of years and has prior experience with Chase Investment Services Corp and Morgan Stanley. Joi has a strong focus on both investment advisory and brokerage services.
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
MI
08/01/2024 - Present
J.p. Morgan Securities LLC (Birmingham MI)
MI
11/15/2016 - 04/21/2020
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
01/27/2011 - 10/31/2016
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
09/14/2009 - 01/28/2011
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2020
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2009
Series 6 - Investment Company Products/Variable Contracts 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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