Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Feliciano Plamenco is a financial advisor currently registered with J.P. Morgan Securities LLC. Jon is a registered representative with the firm since 10/1/2012. Jon has been in the financial services industry since 3/13/2004. Prior to joining J.P. Morgan Securities LLC, Jon worked at CHASE INVESTMENT SERVICES CORP. from 9/16/2008 to 10/1/2012 and at D.L. CROMWELL INVESTMENTS, INC. from 4/16/1997 to 10/18/2001. Jon has passed the following securities exams: Series 63, SIE, Series 6, and Series 7.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (STATEN ISLAND NY)
NY
09/16/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
FL
04/16/1997 - 10/18/2001
D.L. CROMWELL INVESTMENTS, INC. (BOCA RATON FL)
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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