Jeffery Henrikson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (9)

Series 52TOSIESeries 7Series 10Series 9Series 53Series 24Series 65Series 63

Registered states (53)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

30

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

J.P. Morgan Securities LLC

Firm CRD

79

SEC number

801-3702

Assets under management

$429.7B as of Jun 30, 2026

Website

wealthpartners.jpmorgan.com ↗

Phone

800-999-2000

Firm location

New York, NY, 10017

Employment history (19)

From the source registration record · current first

• J.P. Morgan Securities LLCCurrent

  Nashville, TN · IA capacity
  start not retrieved → present
• J.P. Morgan Securities LLCCurrent

  Nashville, TN · BC capacity
  start not retrieved → present
• Suntrust Advisory Services LLC

  Nashville, TN · IA capacity
  Aug 18, 2016 → Dec 31, 2016
• Suntrust Investment Services, Inc.

  Nashville, TN · IA capacity
  Dec 2, 2013 → Dec 31, 2016
• Suntrust Investment Services, Inc.

  Nashville, TN · BC capacity
  Nov 29, 2013 → Dec 31, 2016
• Cco Investment Services Corp.

  Plymouth Meeting, PA · IA capacity
  Apr 4, 2012 → Nov 25, 2013
• Cco Investment Services Corp.

  Plymouth Meeting, PA · BC capacity
  Apr 4, 2012 → Nov 25, 2013
• Pnc Investments

  Bridgewater, NJ · IA capacity
  Mar 30, 2007 → Apr 5, 2012
• Pnc Investments

  Bridgewater, NJ · BC capacity
  Mar 29, 2007 → Apr 5, 2012
• Chase Investment Services Corp.

  Paramus, NJ · IA capacity
  Jan 29, 2003 → Mar 13, 2007
• Chase Investment Services Corp.

  Paramus, NJ · BC capacity
  Jan 29, 2003 → Mar 13, 2007
• Merrill Lynch Pierce Fenner & Smith Inc.

  Somerset, NJ · IA capacity
  Jun 16, 1999 → Nov 15, 2002
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  New York, NY · BC capacity
  Jun 15, 1999 → Nov 15, 2002
• Metropolitan Life Insurance Company

  New York, NY · BC capacity
  Dec 9, 1997 → May 3, 1999
• Metlife Securities Inc.

  Springfield, MA · BC capacity
  Dec 8, 1997 → May 3, 1999
• Ids Life Insurance Company

  Minneapolis, MN · BC capacity
  Aug 31, 1995 → Jan 4, 1996
• American Express Financial Advisors Inc.

  Minneapolis, MN · BC capacity
  Aug 31, 1995 → Jan 4, 1996
• Princeton Securities Corporation

  Syosset, NY · BC capacity
  Sep 20, 1994 → Feb 27, 1995
• L.C. Wegard & Co., Inc.

  New York, NY · BC capacity
  Sep 22, 1993 → Sep 20, 1994

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.