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.

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

Jan 29, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jan 29, 2007

First registration

May 10, 2010

Dual registered

yes, broker-dealer

Other names

JONATHAN DAVID ADAMS|JONATHAN D ADAMS|JONATHAND ADAMS|JONATHAN ADAMS

IAPD individual key

4900166

• Occurred

  Sep 22, 2022
  Advisor changed firm

  Jonathan David Adams left Empower Advisory Group, Llc for J.P. Morgan Securities Llc (registered 2023-06-01)

  Form ADVobserved 5 days ago
• Occurred

  Jul 12, 2022
  Advisor changed firm

  Jonathan David Adams left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Empower Advisory Group, Llc (registered 2022-08-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4dbf3eb-4649-4222-8532-11f1674516ee

First observed

May 10, 2010

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.