William S Randall

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  East Grand Rapids, MI
• 08/2015 → Present
  Orcadian Ventures, Llc.
  Rockford, MI
• 03/2004 → Present
  Jpmorgan Chase Bank, N.A.
  East Grand Rapids, MI

Previous Registrations

• 2007-03-01 → 2012-10-01
  Chase Investment Services Corp.
  East Grand Rapids, MI
  East Grand Rapids, MI
  Chicago, IL
  Grand Rapids, MI
  Okemos, MI
  Grandville, MI

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: ORCADIAN VENTURES, LLC. POSITION: GENERAL PARTNER START DATE: 8/31/2015 ADDRESS: 7020 ROCKFORD MI. DETAILS: BUYING THIS HOUSE AND RENTING IT OUT TO RENTERS ***I HAVE RECIEVED APPROVAL FOR THIS ONCE REQUEST ID IS 538483*** ONLY DIFFERENCE IS I CHANGED THE NAME OF THE LLC. I WAS GOING TO BE RB VENTURES LLC AND INSTEAD WENT WITH ORCADIAN VENTURES LLC. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2007-02-27
• S63 Uniform Securities Agent State Law Examination
  2001-02-08

Other Names

• William Scott Randall