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Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
Portland, OR | SAN FRANCISCO, CA
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 | Nov 27, 2023 | n/a | yes | SAN FRANCISCO, CA|Portland, OR | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jul 8, 2015 | Mar 20, 2025 | no | PORTLAND, OR|SAN FRANCISCO, CA|Portland, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Mar 20, 2025 | Nov 27, 2023 | -479 | Bulk transfer | Ibd to wirehouse |