Unclaimed
Michele Lafonte Jones is a financial advisor with J.P. Morgan Securities LLC. Michele has been in the financial services industry since December 2011. Michele holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses. Michele has been registered with FINRA since January 2015. Michele is licensed to provide investment advice in 53 states, including Texas, New York, and California. Prior to joining J.P. Morgan Securities LLC, Michele worked for Comerica Securities and Bank of America Securities LLC.
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
TX
01/26/2015 - Present
J.p. Morgan Securities LLC (Dallas TX)
MI
08/10/2000 - 12/06/2001
COMERICA SECURITIES (DETROIT MI)
NY
06/11/1998 - 04/06/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 04/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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