Best Investors Account Sign in

Cara Mcphillips

J.P. Morgan Securities LLC

Dallas, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-21

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • 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
Raymond James And Associates London 12/2014 09/2018
Valkyrie Equities Corporation Dallas TX 07/2019 05/2021
Broker Dealer Consultant Southlake TX 09/2018 07/2019
Morgan Stanley Dallas TX 05/2021 01/2025
Morgan Stanley Private Bank Na New York NY 06/2021 01/2025
Jpmorgan Chase Bank, N.A. Dallas TX 02/2025 Present
J.P. Morgan Securities Llc Dallas TX 02/2025 Present
  • 12/2014 → 09/2018
    Raymond James And Associates
    London
  • 07/2019 → 05/2021
    Valkyrie Equities Corporation
    Dallas, TX
  • 09/2018 → 07/2019
    Broker Dealer Consultant
    Southlake, TX
  • 05/2021 → 01/2025
    Morgan Stanley
    Dallas, TX
  • 06/2021 → 01/2025
    Morgan Stanley Private Bank Na
    New York, NY
  • 02/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 02/2025 → Present
    J.P. Morgan Securities Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-19
S66 Uniform Combined State Law Examination 2020-03-05
  • S63 Uniform Securities Agent State Law Examination
    2020-03-19
  • S66 Uniform Combined State Law Examination
    2020-03-05
Other Names
  • Cara Marie Coukoulis
  • Cara Marie Coukoulis
  • Cara Marie Mcphillips
  • Cara M Mcphillips

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor