Unclaimed
Rebekah Jones is an experienced financial professional with over 10 years of experience in the industry. Rebekah currently works at J.P. Morgan Securities LLC, where she has been employed since December 2017. Previously, Rebekah worked at Boenning & Scattergood, Inc. and Wells Fargo Advisors, LLC. Rebekah is licensed to provide investment advice and is registered with FINRA. Rebekah specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Rebekah is committed to providing her clients with personalized financial advice and guidance to help them achieve 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
12/05/2017 - Present
J.p. Morgan Securities LLC (New York NY)
PA
11/08/2010 - 06/08/2017
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
11/24/2008 - 11/22/2010
WELLS FARGO ADVISORS, LLC (BERWYN PA)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
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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