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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66

First exam

Sep 12, 2022

First registration

Oct 26, 2015

Dual registered

yes, broker-dealer

IAPD individual key

6573795

• Occurred

  Jun 13, 2022
  Advisor changed firm

  Erica Shelare White left Clifford Swan Investment Counselors for J.P. Morgan Securities Llc (registered 2022-08-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:edeb016a-36ff-71c4-c9b5-4a1f7ad3122c

First observed

Oct 26, 2015

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.