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

Dec 5, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Apr 8, 2005

First registration

Dec 5, 2002

Dual registered

yes, broker-dealer

IAPD individual key

3225218

• Occurred

  Apr 24, 2026
  Advisor changed firm

  David Michael Amar left William Blair & Company L.L.C. for J.P. Morgan Securities Llc (registered 2026-04-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd8e3aae-07d9-9800-93a9-b17517e9f240

First observed

Dec 5, 2002

Last observed

Sep 14, 2026 7 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.