Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Jordan is a financial advisor with over 20 years of experience in the industry. Currently, Paul is a registered representative with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Prior to joining J.p. Morgan Securities LLC, Paul worked at Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., Citigroup Global Markets Inc., UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds several industry licenses and certifications, including Series 7, Series 10, Series 9, Series 14, Series 24, Series 3, Series 55, Series 57TO, and the SIE. Paul specializes in providing investment advice to individuals, businesses, corporations, and high-net-worth individuals. Paul also provides financial planning, pension consulting, and selection of other advisers services.
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
09/17/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/28/2012 - 08/08/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/02/2006 - 11/05/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/25/2005 - 07/07/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/10/2000 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/22/2000 - 10/26/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2008
Series 14 - Compliance Officer Examination
BC
Issued 09/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/1999
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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