Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jezek is an investment advisor representative with J.P. Morgan Securities LLC. Kevin is based in Tempe, Arizona. Kevin has been active in the industry since 1999. Kevin also holds registrations with FINRA and 53 state jurisdictions. Kevin was previously registered with CHARLES SCHWAB & CO., INC. and AMERITRADE NORTHWEST, INC. Kevin has several certifications including Series 4, 6, 7, 9, 10, 24, 63, and 66.
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
AZ
05/03/2023 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
12/20/2007 - 02/22/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
OR
02/19/1999 - 06/15/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
TX
06/04/1992 - 06/23/1995
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1992
Series 6 - Investment Company Products/Variable Contracts 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
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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