DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
MONMOUTH JUNCTION, NJ
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 | Jun 8, 2026 | n/a | yes | MONMOUTH JUNCTION, NJ | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jan 17, 2018 | Apr 23, 2025 | no | PLANO, TX|Camas, WA|PLANO, TX|New Hope, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 19, 2013 | Jan 17, 2018 | no | PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | J.P. MORGAN SECURITIES LLC | Apr 23, 2025 | Jun 8, 2026 | 411 | Firm change after gap | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FISHER INVESTMENTS | Jan 17, 2018 | Jan 17, 2018 | 0 | Firm change | Other |