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Advisor at J.P. MORGAN SECURITIES LLC
San Francisco, 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 | Dec 4, 2025 | n/a | yes | San Francisco, CA | Current employment |
| PARNASSUS INVESTMENTS, LLC | Asset manager | Dec 10, 2021 | Oct 7, 2025 | no | SAN FRANCISCO, CA | Previous registration |
| PARNASSUS INVESTMENTS | Former SEC adviser | Dec 13, 2018 | Dec 14, 2021 | no | SAN FRANCISCO, CA | Previous registration |
| PARNASSUS INVESTMENTS | Former SEC adviser | Oct 6, 2014 | Dec 31, 2015 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARNASSUS INVESTMENTS, LLC | J.P. MORGAN SECURITIES LLC | Oct 7, 2025 | Dec 4, 2025 | 58 | Firm change | Other |
| PARNASSUS INVESTMENTS | PARNASSUS INVESTMENTS, LLC | Dec 14, 2021 | Dec 10, 2021 | -4 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149193:316904:CA:2021-12-14 | Dec 14, 2021 | Dec 10, 2021 | SAN FRANCISCO, CA | Firm change |