Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue K Jackson is a financial advisor at J.p. Morgan Securities LLC, a broker-dealer registered with the Securities and Exchange Commission. Sue has been in the financial services industry since 1997 and has held various positions at Ameriprise Financial Services, LLC and IDS Life Insurance Company. Sue holds the Series 6, 7, 9, 10, 24 and 66 licenses. Sue's focus is on providing financial planning and investment management services to individuals, families, and businesses.
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
OH
11/10/2021 - Present
J.p. Morgan Securities LLC (Columbus OH)
TX
04/02/2019 - 06/14/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Frisco TX)
KS
01/15/2004 - 05/12/2017
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
01/15/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/23/1997 - 02/05/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/1997 - 02/05/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts 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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