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Advisor at J.P. MORGAN SECURITIES LLC
Westlake Village, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 7, 2026 | n/a | yes | Westlake Village, CA | Current employment |
| MORTON WEALTH | Independent wealth | May 19, 2025 | Apr 21, 2026 | no | CALABASAS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORTON WEALTH | J.P. MORGAN SECURITIES LLC | Apr 21, 2026 | May 7, 2026 | 16 | Firm change | RIA to wirehouse |