Unclaimed
Meghan Jacobson is an experienced financial professional with over 15 years in the industry. Currently, Meghan is a Registered Representative with KKR Capital Markets LLC where she is located at their New York office. Meghan was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in Jersey City, New Jersey and JPMorgan Distribution Services, Inc. in New York, New York. Meghan holds FINRA Series 7, Series 24, and Series 63 licenses. She also holds the SIE license. Meghan is currently registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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
09/20/2022 - Present
KKR Capital Markets LLC (New York NY)
NJ
01/03/2011 - 08/17/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (Jersey City NJ)
NY
03/03/2009 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
11/29/2006 - 11/26/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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