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Julie Ann Emery

J.P. Morgan Securities LLC

Novi, MI

CRD 4786927

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
MI RA APPROVED 2025-10-02
  • TX RA
    APPROVED
    Since 2026-01-23
  • MI RA
    APPROVED
    Since 2025-10-02

Branch Locations

47350 Grand River Ave, Novi, MI 48374 • 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
J.P. Morgan Securities Llc Novi MI 01/2015 Present
Jpmorgan Chase Bank (Mi) Novi MI 01/2015 Present
St. Vincent De Paul - St. Kenneth Conference Plymouth MI 10/2022 06/2025
  • 01/2015 → Present
    Novi, MI
  • 01/2015 → Present
    Jpmorgan Chase Bank (Mi)
    Novi, MI
  • 10/2022 → 06/2025
    St. Vincent De Paul - St. Kenneth Conference
    Plymouth, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
S63 Uniform Securities Agent State Law Examination 2015-03-05
  • S66 Uniform Combined State Law Examination
    2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    2015-03-05
Other Names
  • Julie Ann Clear
  • Julie A Degenfelder
  • Julie Ann Degenfelder
  • Julie Ann Degenfelder

View on SEC IAPD

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