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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

Todd V. Holden

Advisor at J.P. MORGAN SECURITIES LLC

STUART, FL

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Search this name across graphsid dfx:ria:0c744a53-935e-6470-a13d-2dcf007f2023

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 20, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 20, 2005
First registration: Apr 26, 2005
Dual registered: yes, broker-dealer
Other names: TODD HOLDEN|TODD VERNON HOLDEN
IAPD individual key: 4918891

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	n/a	yes	STUART, FL	Current employment
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 30, 2010	Oct 1, 2012	no	JUPITER, FL\|PORT ST LUCIE, FL\|PORT ST. LUCIE, FL\|LAKE WORTH, FL\|JUPITER, FL\|STUART, FL\|LAKE WORTH, FL\|ROYAL PALM BEACH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|TEQUESTA, FL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Sep 10, 2010	no	PALM CITY, FL	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Oct 29, 2007	Nov 13, 2009	no	PALM CITY, FL\|WEST PALM BEACH, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Aug 22, 2007	no	STUART, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 26, 2005	Apr 2, 2007	no	STUART, FL\|STUART, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
PNC WEALTH MANAGEMENT	CHASE INVESTMENT SERVICES CORP.	Sep 10, 2010	Sep 30, 2010	20	Firm change	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other
MORGAN STANLEY & CO. LLC	NATCITY INVESTMENTS, INC.	Aug 22, 2007	Oct 29, 2007	68	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 30, 2010 to Oct 1, 2012factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Sep 10, 2010factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 29, 2007 to Nov 13, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Aug 22, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 26, 2005 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.