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.

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

Oct 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 5, 2019

First registration

Nov 6, 2019

Dual registered

yes, broker-dealer

Other names

JAMES TOWNSEND ATKINSON|JAMES T ATKINSON

IAPD individual key

6784731

• Occurred

  Jan 10, 2025
  Advisor changed firm

  James Atkinson left Goldman Sachs Wealth Services, L.P. for J.P. Morgan Securities Llc (registered 2025-01-09)

  Form ADVobserved 4 days ago
• Occurred

  Nov 17, 2023
  Advisor changed firm

  James Atkinson left United Capital Financial Advisors for Goldman Sachs Wealth Services, L.P. (registered 2023-11-15)

  Form ADVobserved 4 days ago
• Occurred

  May 23, 2022
  Advisor changed firm

  James Atkinson left Morgan Stanley for United Capital Financial Advisors (registered 2022-05-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:16d4f61a-c8d7-5d05-ae32-3864ad2ecade

First observed

Nov 6, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.