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Michael Schanna

J.P. Morgan Securities LLC

Newport Beach, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-18
CA RA APPROVED 2024-04-17
  • TX RA
    APPROVED_RES
    Since 2024-04-18
  • CA RA
    APPROVED
    Since 2024-04-17

Branch Locations

660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company, Llc Newport Beach CA 12/2015 04/2017
First Republic Investment Management, Inc. Newport Beach CA 12/2015 04/2017
First Republic Securities Company, Llc Newport Beach CA 04/2017 10/2023
First Republic Investment Management, Inc. Newport Beach CA 04/2017 Present
J.P. Morgan Securities Llc Newport Beach CA 09/2023 Present
Jpmorgan Chase Bank, N.A. Newport Beach CA 10/2023 Present
  • 12/2015 → 04/2017
    First Republic Securities Company, Llc
    Newport Beach, CA
  • 12/2015 → 04/2017
    First Republic Investment Management, Inc.
    Newport Beach, CA
  • 04/2017 → 10/2023
    First Republic Securities Company, Llc
    Newport Beach, CA
  • 04/2017 → Present
    First Republic Investment Management, Inc.
    Newport Beach, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Newport Beach, CA
  • 10/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Newport Beach, CA
Previous Registrations
  • 2015-12-08 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Newport Beach, CA
  • 2013-11-22 → 2015-12-28
    Credit Suisse Securities (Usa) Llc
    San Diego, CA
  • 2008-10-01 → 2012-04-13
    J.P. Morgan Securities Llc
    Irvine, CA
    Irvine, CA
    Los Angeles, CA
    Chicago, IL
  • 2008-03-06 → 2008-10-01
    J.P. Morgan Securities Inc.
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-11
  • S66 Uniform Combined State Law Examination
    2002-02-11
Other Names
  • Mike Schanna
  • Michael Jeffrey Schanna

View on SEC IAPD

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OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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