Michael Schanna

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2002-02-11

Other Names

• Mike Schanna
• Michael Jeffrey Schanna