Unclaimed
Joyce Crofutt is a financial advisor with over 30 years of experience in the industry. Joyce is currently registered with J.p. Morgan Institutional Investments Inc. and is licensed in multiple states. Joyce holds FINRA Series 6, 7, 63 and 65 licenses as well as the SIE. Joyce has experience with JPMORGAN DISTRIBUTION SERVICES, INC., BANC ONE SECURITIES CORPORATION and LINCOLN FINANCIAL ADVISORS CORPORATION.
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.
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.
1
2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
02/05/2001 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
02/01/1996 - 12/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
05/19/1995 - 02/01/1996
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
IN
05/19/1993 - 12/14/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/19/1993 - 12/14/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
01/24/1990 - 02/21/1992
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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