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Advisor at J.P. MORGAN SECURITIES LLC
SOUTHLAKE, TX
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 15, 2022 | n/a | yes | SOUTHLAKE, TX | Current employment |
| AMERICAN BEACON ADVISORS, INC. | Other adviser | Mar 6, 2020 | May 25, 2022 | no | IRVING, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Nov 21, 2018 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 12, 2016 | Jul 13, 2018 | no | WESTLAKE, TX | Previous registration |
| EDWARD JONES | National bd RIA | Feb 11, 2015 | Oct 7, 2015 | no | TEMPE, AZ|FRISCO, TX|TEMPE, AZ|FRISCO, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN BEACON ADVISORS, INC. | J.P. MORGAN SECURITIES LLC | May 25, 2022 | Jun 15, 2022 | 21 | Firm change | Other |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | AMERICAN BEACON ADVISORS, INC. | Nov 21, 2018 | Mar 6, 2020 | 471 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| EDWARD JONES | STRATEGIC ADVISERS LLC | Oct 7, 2015 | Oct 12, 2016 | 371 | Firm change | Ibd to ibd |