Unclaimed
Jose MacEda is a financial advisor at J.P. Morgan Securities LLC. Jose has been in the financial industry since 2011 and holds Series 6, 7, 63, 65 and SIE licenses. Jose is registered with the state of Texas as an investment advisor representative and a broker-dealer. Jose has previously worked at TD Ameritrade Inc. and Robinhood Financial, LLC.
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
09/04/2022 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
10/22/2020 - 05/05/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
07/24/2019 - 10/17/2020
TD AMERITRADE, INC. (Southlake TX)
NY
04/03/2018 - 04/18/2019
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
06/28/2012 - 05/10/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
08/11/2011 - 03/13/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2011
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
Not sure Jose MacEda is the right advisor for you? Invested Better is here to help.