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Advisor at J.P. MORGAN SECURITIES LLC
Tempe, AZ | Columbus, OH
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 | Jul 10, 2026 | n/a | yes | Columbus, OH|Tempe, AZ | Current employment |
| EDWARD JONES | National bd RIA | Oct 14, 2016 | Jul 8, 2026 | no | TEMPE, AZ|TEMPE, AZ|ST. LOUIS, MO|ST LOUIS, MO|Scottsdale, AZ|TEMPE, AZ|Scottsdale, AZ|Scottsdale, AZ|ST LOUIS, MO | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Aug 6, 2013 | Sep 23, 2016 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Jul 8, 2026 | Jul 10, 2026 | 2 | Firm change | Ibd to wirehouse |
| USAA FINANCIAL PLANNING SERVICES | EDWARD JONES | Sep 23, 2016 | Oct 14, 2016 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:79:MO:2026-07-08 | Jul 8, 2026 | Jul 10, 2026 | ST LOUIS, MO | Firm change |