Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn A. Jackson is a registered representative with J.p. Morgan Securities LLC. Kathryn has been in the financial services industry since 2003. Kathryn's previous employers include J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., JPMORGAN DISTRIBUTION SERVICES, INC., NATIONWIDE SECURITIES, LLC, 1717 CAPITAL MANAGEMENT COMPANY, and WACHOVIA SECURITIES, LLC. Kathryn holds the following securities licenses: Series 63, Series 53, Series 24, Series 99TO, Series 52TO, SIE, and Series 7. Kathryn's firm, J.p. Morgan Securities LLC, is a full-service brokerage firm that offers a wide range of financial products and services to individual and institutional clients. The firm specializes in providing investment advice, financial planning, and portfolio management services. J.p. Morgan Securities LLC manages over $249 billion in assets for its clients.
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
OH
11/23/2015 - Present
J.p. Morgan Securities LLC (Columbus OH)
DE
01/03/2011 - 07/30/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEWARK DE)
DE
09/22/2008 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEWARK DE)
DE
05/19/2005 - 09/24/2008
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
05/19/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MO
10/04/2001 - 05/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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