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Advisor at J.P. MORGAN SECURITIES LLC
Rancho Cordova, CA | SACRAMENTO, 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 | Aug 26, 2026 | n/a | yes | Rancho Cordova, CA|SACRAMENTO, CA | Current employment |
| EDWARD JONES | National bd RIA | Jan 3, 2025 | Aug 25, 2026 | no | SACRAMENTO, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 21, 2023 | Jan 2, 2025 | no | NEW YORK, NY|Sacramento, CA|ROSEVILLE, CA|SACRAMENTO, CA|FOLSOM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Aug 25, 2026 | Aug 26, 2026 | 1 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jan 2, 2025 | Jan 3, 2025 | 1 | Firm change | Wirehouse to ibd |