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Advisor at J.P. MORGAN SECURITIES LLC
Ames, IA
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 20, 2026 | n/a | yes | Ames, IA | Current employment |
| EDWARD JONES | National bd RIA | Oct 1, 2024 | May 11, 2026 | no | AMES, IA|Boone, IA|ST LOUIS, MO | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 15, 2023 | Sep 9, 2024 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | May 11, 2026 | May 20, 2026 | 9 | Firm change | Ibd to wirehouse |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EDWARD JONES | Sep 9, 2024 | Oct 1, 2024 | 22 | Firm change | Ibd to ibd |