Unclaimed
Steven Jarrett is a financial advisor at J.P. Morgan Securities LLC. Steven has been in the financial industry since 1986. Steven is registered to provide investment advice in 4 states. Prior to joining J.P. Morgan Securities LLC, Steven worked at Vining Sparks, Wachovia Securities, LLC, Prudential Securities Incorporated, Gruntal & Co. Incorporated, M B Vick & Company, Illinois Company Investments, Inc., McDonald & Company Securities, Inc., Eppler, Guerin & Turner, Inc., and Edward D. Jones & Co., L.P.
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
IL
10/07/2020 - Present
J.p. Morgan Securities LLC (Lake Forest IL)
IL
05/31/2007 - 11/15/2018
VINING SPARKS (CHICAGO IL)
IL
07/01/2003 - 01/09/2007
WACHOVIA SECURITIES, LLC (CHICAGO IL)
NY
12/02/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/09/1993 - 06/04/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IL
04/09/1990 - 08/07/1993
M B VICK & COMPANY (CHICAGO IL)
NA
01/14/1988 - 06/26/1989
ILLINOIS COMPANY INVESTMENTS, INC.
NA
11/24/1986 - 10/22/1987
MCDONALD & COMPANY SECURITIES, INC.
NA
09/25/1984 - 10/14/1986
EPPLER, GUERIN & TURNER, INC.
NA
01/19/1983 - 09/05/1984
EDWARD D. JONES & CO., L.P.
BC
Issued 03/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
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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