Unclaimed
Jordan G. McCollom is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since 2007. Jordan is a Series 6, 7, 63, and SIE licensed professional with experience in the financial services industry. Jordan's current role is at J.P. Morgan Securities LLC where they have been employed since October 25, 2017. Prior to that, Jordan worked at UBS Securities LLC from November 20, 2014, to February 16, 2017, and First Investors Corporation from October 8, 2007, to March 10, 2008.
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
10/25/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/20/2014 - 02/16/2017
UBS SECURITIES LLC (NEW YORK NY)
NY
10/08/2007 - 03/10/2008
FIRST INVESTORS CORPORATION (NANUET NY)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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