Unclaimed
Jordan Greenberg is a financial advisor with J.P. Morgan Securities LLC. Jordan has been in the industry since 2017 and has a broad range of experience working with a wide variety of clients. Jordan is registered with the Securities and Exchange Commission and holds the Series 7, 9, 10, 24, and 66 licenses. Jordan is also a Registered Options Principal. Jordan has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting 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
TX
04/02/2018 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
01/05/2017 - 02/26/2018
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
10/01/2016 - 11/01/2016
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2016
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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