Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherod-malik? Claim Your ProfileSherod-Malik Jamal Davis is an investment advisor representative currently registered with J.P. Morgan Securities LLC. Sherod-Malik is registered in Delaware, District of Columbia, Maryland and Virginia. Sherod-Malik has worked in the securities industry for over 2 years and is active in both broker-dealer and investment advisor capacities. Sherod-Malik is a licensed broker-dealer with a Series 66 and Series 63 license and has passed the Series 7TO and SIE exams. Sherod-Malik was previously employed by Northwestern Mutual Investment Services, LLC. Sherod-Malik specializes in providing portfolio management for businesses and individuals and works with a variety of clients including high-net-worth individuals, corporations or other businesses, insurance companies, and charitable organizations.
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
DC
05/02/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
08/17/2020 - 11/04/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)
BOTH
Issued 03/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials 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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