Unclaimed
Jordan Aylesworth is a financial advisor with J.P. Morgan Securities LLC in Boston, MA. Jordan has been in the industry for over 2 years, specializing in financial planning, pension consulting, and the selection of other advisors for clients. Prior to working for J.P. Morgan Securities LLC, Jordan worked for Fidelity Brokerage Services LLC. Jordan holds the Series 63, Series 66, and Series 7TO licenses and is registered in Massachusetts, Maine, New Hampshire, Rhode Island, North Carolina, and Texas.
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
MA
09/27/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
NH
11/29/2021 - 06/02/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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