Unclaimed
Jordan Jewell is an investment professional registered with J.P. Morgan Securities LLC. Jordan has been in the securities industry since August 2021 and is licensed in Connecticut, New Jersey and New York. Jordan holds the Series 6, Series 63 and SIE licenses and specializes in providing financial planning and portfolio management services to individuals, businesses and high-net-worth individuals.
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
08/13/2021 - Present
J.p. Morgan Securities LLC (Ithaca NY)
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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