Unclaimed
Sherry Eaton is a financial professional with over 20 years of experience in the industry. Sherry has been registered with J.p. Morgan Securities LLC since 2008. Prior to joining J.p. Morgan Securities LLC, Sherry held positions at J.P. MORGAN SECURITIES INC., UBS PAINEWEBBER INC., J.C. BRADFORD & CO., and E. D. & F. MAN INTERNATIONAL INC. Sherry is licensed to offer investment advice and securities products in Delaware and New York.
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
DE
10/01/2008 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
06/03/2003 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NJ
08/14/2000 - 03/13/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/07/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/19/1998 - 01/10/2000
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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