DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Michelle Grimes

Advisor at J.P. MORGAN SECURITIES LLC

Boston, MA | Birmingham, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ad68697-66fa-e8ab-6912-3c2fe9738590

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2002 to Sep 15, 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: May 3, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 3, 2001
First registration: Sep 24, 2002
Dual registered: yes, broker-dealer
Other names: MICHELLE AMY KASHUBOSKY|MICHELLE AMY KASH|MICHELLE A RASHBOSKY|MICHELLE A KASH|Michelle A Grimes|Michelle Grimes
IAPD individual key: 4281594

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	Jun 5, 2025	n/a	yes	Birmingham, MI\|Boston, MA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 13, 2014	May 13, 2025	no	BLOOMFIELD HILLS, MI\|FARMINGTON HILLS, MI\|FARMINGTON HILLS, MI\|FARMINGTON HILLS, MI\|FARMINGTON HILLS, MI\|Wolverine Lake, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2008	Jan 14, 2014	no	TROY, MI\|Chicago, IL\|Birmingham, MI\|ANN ARBOR, MI\|Birmingham, MI\|Birmingham, MI\|GROSSE POINTE, MI\|Grand Rapids, MI	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Sep 27, 2006	Oct 1, 2008	no	GRAND RAPIDS, MI\|TRAVERSE CITY, MI\|BLOOMFIELD HILLS, MI\|ANN ARBOR, MI	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Sep 24, 2002	Sep 27, 2006	no	BLOOMFIELD HILLS, MI\|CHICAGO, IL\|BLOOMFIELD HILLS, MI	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	May 13, 2025	Jun 5, 2025	23	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 14, 2014	Jan 13, 2014	-1	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Oct 1, 2008	Oct 1, 2008	0	Bulk transfer	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Sep 27, 2006	Sep 27, 2006	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:79:MI:2025-05-07	May 13, 2025	Jun 5, 2025	FARMINGTON HILLS, MI	Firm change

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2008 to Jan 14, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 13, 2014 to May 13, 2025factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Sep 27, 2006 to Oct 1, 2008factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 24, 2002 to Sep 27, 2006factForm ADV

Dated events

Occurred
May 13, 2025
Advisor changed firm
Michelle Grimes left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2025-06-05)
Form ADVobserved 5 days ago