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Advisor at J.P. MORGAN SECURITIES LLC
Waddell, AZ | Tempe, AZ | Chicago, IL
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 | Jun 18, 2026 | n/a | yes | Chicago, IL|Tempe, AZ|Waddell, AZ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 23, 2022 | Feb 7, 2024 | no | PEORIA, AZ|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | J.P. MORGAN SECURITIES LLC | Feb 7, 2024 | Jun 18, 2026 | 862 | Firm change after gap | Ibd to wirehouse |