Unclaimed
Randal Jefferson is a financial advisor with J.p. Morgan Securities LLC. Randal has over 25 years of experience in the financial services industry. Randal is registered in 27 states and the District of Columbia. Randal specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
11/18/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
CA
12/13/2002 - 11/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
10/31/2000 - 12/16/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/07/1998 - 01/27/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AZ
10/03/1997 - 04/01/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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