Unclaimed
Jordan Brazeal is a financial professional with over 15 years of experience in the industry. Jordan has been with J.P. Morgan Securities LLC since 2014, previously working at J.P. Morgan Securities Inc. Jordan is a registered representative and investment advisor representative holding Series 7, Series 63, Series 79, and SIE licenses. Jordan is registered with the FINRA and is licensed in 14 states. Jordan specializes in portfolio management, financial planning, and selection of other advisors for both individuals and businesses.
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
06/16/2014 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
10/01/2008 - 06/16/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
03/20/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
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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