Unclaimed
Michael J. Jones is an investment advisor representative, associated with J.P. Morgan Securities LLC. Michael has been in the industry since 2013 and is registered with the states of Oregon and Texas. Michael is associated with the West Linn, Oregon branch office of J.P. Morgan Securities LLC. The firm’s main office is located in New York City. J.P. Morgan Securities LLC is registered as a broker-dealer, investment advisor, and futures commission merchant. The firm primarily serves high-net-worth individuals, corporations, and institutions, offering a range of investment services, including financial planning, portfolio management, and pension consulting. Michael has been employed by J.P. Morgan Securities LLC since 2020. Prior to this, Michael was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Michael has passed the Securities Industry Essentials Examination, General Securities Representative Examination, and Uniform Combined State Law Examination.
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
OR
09/10/2020 - Present
J.p. Morgan Securities LLC (LAKE OSWEGO OR)
OR
03/22/2013 - 08/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
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
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