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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

Amoree Michalek

Advisor at J.P. MORGAN SECURITIES LLC

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:c735f2ff-e265-e20d-36c0-ec4151a52980

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2007 to Sep 19, 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: Jun 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 21, 2001
First registration: Nov 21, 2007
Dual registered: yes, broker-dealer
Other names: AMY KUSEK|AMOREE L MICHALEK|AMOREE L KUSEK|AMY MICHALEK|AMOREE MICHALEK|AMOREE KUSEK|AMOREE LOUISE MICHALEK
IAPD individual key: 2135380

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	Nov 16, 2023	n/a	yes	Arlington, TN\|BOSSIER CITY, LA\|BOSSIER CITY, LA\|BOSSIER CITY, LA\|Bentonville, AR\|Collierville, TN\|Columbus, MS\|Fayetteville, AR\|Fayetteville, AR\|Fort Smith, AR\|Germantown, TN\|Hernando, MS\|Little Rock, AR\|Little Rock, AR\|Little Rock, AR\|Little Rock, AR\|Little Rock, AR\|Little Rock, AR\|MONROE, LA\|MONROE, LA\|MONROE, LA\|MONROE, LA\|MONROE, LA\|MONROE, LA\|Memphis, TN\|Memphis, TN\|Memphis, TN\|Memphis, TN\|Memphis, TN\|Memphis, TN\|North Little Rock, AR\|North Little Rock, AR\|RUSTON, LA\|Rogers, AR\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|Southaven, MS\|Springdale, AR\|WEST MONROE, LA	Current employment
ARVEST WEALTH MANAGEMENT	Independent wealth	Aug 16, 2017	Nov 13, 2023	no	FT SMITH, AR\|FORT SMITH, AR\|FORT SMITH, AR\|FAYETTEVILLE, AR\|FAYETTEVILLE, AR\|SALLISAW, OK\|FT. SMITH, AR\|FORT SMITH, AR\|Oklahoma City, OK\|OKLAHOMA CITY, OK	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 21, 2007	Jun 21, 2017	no	FORT SMITH, AR\|FORT SMITH, AR	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
ARVEST WEALTH MANAGEMENT	J.P. MORGAN SECURITIES LLC	Nov 13, 2023	Nov 16, 2023	3	Firm change	RIA to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ARVEST WEALTH MANAGEMENT	Jun 21, 2017	Aug 16, 2017	56	Firm change	Other

Relationships

Registered with (3)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Nov 16, 2023 to presentfactForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 16, 2017 to Nov 13, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 21, 2007 to Jun 21, 2017factForm ADV

Dated events

Occurred
Nov 13, 2023
Advisor changed firm
Amoree Michalek left Arvest Wealth Management for J.P. Morgan Securities Llc (registered 2023-11-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c735f2ff-e265-e20d-36c0-ec4151a52980
First observed: Nov 21, 2007
Last observed: Sep 19, 2026 2 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.

Amoree Michalek

Advisor at J.P. MORGAN SECURITIES LLC

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:c735f2ff-e265-e20d-36c0-ec4151a52980

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Nov 16, 2023

n/a

yes

Current employment

ARVEST WEALTH MANAGEMENT

Independent wealth

Aug 16, 2017

Nov 13, 2023

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 21, 2007

Jun 21, 2017

FORT SMITH, AR|FORT SMITH, AR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ARVEST WEALTH MANAGEMENT

J.P. MORGAN SECURITIES LLC

Nov 13, 2023

Nov 16, 2023

Firm change

RIA to wirehouse

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ARVEST WEALTH MANAGEMENT

Jun 21, 2017

Aug 16, 2017

Firm change

Other