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David S Mckinley

J.P. Morgan Securities LLC

Clackamas, OR

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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 2013-09-19
OR RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • OR RA
    APPROVED
    Since 2012-10-01

Branch Locations

12400 Se Sunnyside Road, Clackamas, OR 97015 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Clackamas OR 10/2012 Present
Jpmorgan Chase Bank, N.A. Clackamas OR 12/2009 Present
Previous Registrations
  • 2011-06-21 → 2012-10-01
    Chase Investment Services Corp.
    Lake Oswego, OR
    Milwaukie, OR
    Milwaukie, OR
    Clackamas, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Clackamas, OR
    Happy Valley, OR
    Milwaukie, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-08
S63 Uniform Securities Agent State Law Examination 2000-08-01
  • S65 Uniform Investment Adviser Law Examination
    2011-06-08
  • S63 Uniform Securities Agent State Law Examination
    2000-08-01
Other Names
  • Sam Mckinley
  • David S Mckinley
  • David Sam Mckinley

View on SEC IAPD

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Other Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

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