James Scott Chandler

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

• 08/2002 → 08/2020
  Bank Of America, N.A.
  Dallas, TX
• 10/2009 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2020 → 08/2022
  Morgan Stanley
  Dallas, TX
• 09/2022 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 06/2021 → Present
  Tejas2036, Llc
  Dallas, TX

Previous Registrations

• 2020-09-30 → 2022-08-30
  Morgan Stanley
  Dallas, TX
  Dallas, TX
• 2009-10-23 → 2020-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Pennington, NJ
• 2003-06-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Boston, MA
• 1997-12-31 → 2003-06-27
  Banc Of America Securities Llc
  Dallas, TX
• 2001-01-13 → 2002-08-26
  Deutsche Bank Securities Inc.
  Houston, TX

Other Businesses

Entity Name: Tejas2036, LLC Investment related: No "Address: Dallas, TX 75225" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/15/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Co-owner with my wife. We created an LLC for future rental properties we hope to acquire. To date no properties have been purchased. 2/9/23 Update: newly acquired property for rental address: 3883 Turtle Creek Blvd, # 2116 Dallas, TX 75219"

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-03
• S63 Uniform Securities Agent State Law Examination
  1997-08-01

Other Names

• James S Chandler
• James Chandler
• Scott Chandler