Howard Harold Scott Holmes

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

• 10/2019 → Present
  J.P. Morgan Securities Llc
  Schererville, IN
• 11/2003 → Present
  Jpmorgan Chase Bank, N.A.
  Schererville, IN
• 04/2000 → Present
  J&J Llc
  Demotte, IN

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: J & J, LLC. POSITION: PARTIAL OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/12/2000 ADDRESS: 133-136, 235, 309, 335, 375, 415 DEMOTTE, IN DETAILS: rental properties INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-09-23

Other Names

• Howard Holmes