Unclaimed
Jorge L. Mejia is a financial advisor registered with J.P. Morgan Securities LLC. Jorge is a licensed securities professional with experience in the financial industry. Jorge has a strong background in financial planning and portfolio management. Jorge has been actively involved in the financial industry since 2003, providing expertise and guidance to clients seeking financial solutions. Jorge has held previous roles at MetLife Securities Inc., CitiCorp Investment Services and Wachovia Securities, LLC, and is committed to serving individuals and businesses with personalized financial guidance.
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
12/09/2022 - Present
J.p. Morgan Securities LLC (ARDSLEY NY)
NY
02/02/2010 - 02/02/2011
METLIFE SECURITIES INC. (WHITE PLAINS NY)
NY
02/04/2005 - 09/18/2006
CITICORP INVESTMENT SERVICES (RYE NY)
MO
08/19/2003 - 01/26/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 01/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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