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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 14, 2018

First registration

Apr 20, 2018

Dual registered

yes, broker-dealer

Other names

JOSHUA PETERSON|JOSHUA MITCHELL PETERSON|JOSHUA M PETERSON|Josh M. Peterson

IAPD individual key

6892234

• Occurred

  Oct 6, 2022
  Advisor changed firm

  Joshua Mitchell Peterson left Goldman Sachs Wealth Services, L.P. for J.P. Morgan Securities Llc (registered 2022-10-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d21beafa-d774-eda8-c19d-c8b5dd3e03fe

First observed

Apr 20, 2018

Last observed

Sep 14, 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.