Unclaimed
Shayan Jalali is a registered representative with J.p. Morgan Securities LLC. Shayan has been in the securities industry since August 2012. Shayan is registered to offer securities products and services in 53 states, District of Columbia and Puerto Rico. Shayan is also registered as an Investment Advisor Representative in Texas. Shayan has experience working with a range of client types including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Shayan also has previous experience at UBS Financial Services Inc. and Berkshire Hathaway Homeservices Warren Residential.
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
MA
11/12/2022 - Present
J.p. Morgan Securities LLC (BOSTON MA)
FL
08/15/2012 - 07/28/2015
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
BOTH
Issued 11/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
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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