Stasie Jones, financial advisor Greenvale NY

Stasie Jones

CRD Number: 5404055
Current Firm: J.p. Morgan Securities LLC

Stasie Jones (CRD# 5404055) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenvale, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na New York, NY Dec 2019 - Current 4
Jpmorgan Securities LLC New York, NY Dec 2019 - Current 4
Unemployment Huntington, NY Nov 2019 - Dec 2019 < 1
Strategic Outsourcing, Inc. New York, NY Sep 2019 - Oct 2019 < 1
Suffolk Federal Credit Union Riverhead, NY Jan 2019 - Oct 2019 < 1
Bts, Inc. New York, NY Jun 2016 - Oct 2019 3
Strategic Outsourcing, Inc. New York, NY Jan 2017 - Nov 2017 < 1
Stasie Tillman Huntington, NY Aug 2015 - Jun 2016 < 1
First Empire Holding Corp Hauppauge, NY Aug 2007 - Aug 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stasie Jones
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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