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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Amber Shear

Advisor at J.P. MORGAN SECURITIES LLC

INDIALANTIC, FL

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Search this name across graphsid dfx:ria:687ecd23-bddb-bcb0-2cd9-8c44176b050e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 1, 2008 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 25, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 25, 2008
First registration: May 1, 2008
Dual registered: yes, broker-dealer
Other names: AMBER LEE SULLIVAN|AMBER LEE JOSRAI|AMBER LEE JOSVAI|AMBER LEE SULLIVAN|AMBER LEE SHEAR
IAPD individual key: 5190390

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	INDIALANTIC, FL	Current employment
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Oct 1, 2012	no	TITUSVILLE, FL	Previous registration
WAMU INVESTMENTS, INC.	n/a	Apr 28, 2009	May 2, 2009	no	TITUSVILLE, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 1, 2008	Mar 17, 2009	no	ORLANDO, FL\|MELBOURNE, 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
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	WAMU INVESTMENTS, INC.	Mar 17, 2009	Apr 28, 2009	42	Firm change	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Oct 1, 2012factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Apr 28, 2009 to May 2, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 1, 2008 to Mar 17, 2009factForm ADV

Dated events

No dated event names this entity yet.