Unclaimed
Jory Sandusky is a financial advisor currently registered with J.P. Morgan Securities LLC in San Francisco, California. Jory has been in the financial services industry since March 2018 and has a Series 7, Series 66, and SIE licenses. Prior to joining J.P. Morgan Securities LLC, Jory was registered with U.S. Bancorp Investments, Inc. from March 2018 to May 2019. Jory is also registered as an investment advisor representative (IAR) in California and Texas. Jory is licensed to provide financial advice in all 50 states. Jory specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Jory is also a board member for the Purposeful Planning Institute, a non-profit organization dedicated to providing education and networking opportunities for advisors and consultants.
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
CA
07/07/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
03/26/2018 - 05/28/2019
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
BOTH
Issued 06/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative 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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