Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon A. Jackson is a financial professional with over 20 years of experience in the industry. Shannon has been registered with J.P. Morgan Securities LLC since 2012 and is currently located in Houston, Texas. Prior to joining J.P. Morgan Securities LLC, Shannon worked at Chase Investment Services Corp. and A I M Distributors, Inc. Shannon specializes in providing financial planning, portfolio management and selection of other advisers. Shannon is currently licensed in Texas and holds the Series 6, Series 63 and SIE licenses.
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
04/03/2023 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
10/01/2012 - 06/22/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
07/16/1998 - 02/06/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
01/12/1995 - 06/01/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NA
08/22/1991 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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