Unclaimed
Nicholas Jackson is a financial advisor with J.p. Morgan Securities LLC, with over 10 years of experience in the industry. Nicholas's office is located in Liverpool, NY. Nicholas is licensed to provide investment advice in numerous states, including New York, New Jersey and Texas. Nicholas has also worked with Chase Investment Services Corp. in Syracuse, NY, prior to working at J.p. Morgan Securities LLC. Nicholas holds the Series 6, Series 7, Series 63 and Series 66 licenses. Nicholas specializes in various advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Nicholas is committed to providing clients with personalized advice to meet their financial goals.
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
NY
03/20/2019 - Present
J.p. Morgan Securities LLC (LIVERPOOL NY)
NY
05/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SYRACUSE NY)
BOTH
Issued 04/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2012
Series 6 - Investment Company Products/Variable Contracts 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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