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

Mar 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jul 11, 2012

First registration

Aug 19, 2021

Dual registered

yes, broker-dealer

Other names

SARA MARIE LEWIS|Sara Lewis|Sara M Lewis|SARA M DAVIDSON|SARA DAVIDSON

IAPD individual key

6069606

• Occurred

  Apr 23, 2024
  Advisor changed firm

  Sara Davidson left Wells Fargo Advisors for J.P. Morgan Securities Llc (registered 2024-04-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fa12efa3-35c6-0e3c-1f38-57ea48b94c01

First observed

Aug 19, 2021

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.