Juliet R. Halter

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

• 01/2013 → Present
  J.P. Morgan Securities Llc
  New Philadelphia, OH
• 09/2024 → Present
  Birch Road Llc
  Kimbolton, OH

Previous Registrations

• 2010-11-08 → 2013-01-03
  Firstmerit Advisors, Inc.
  Akron, OH
  Massillon, OH

Other Businesses

Entity Name: Birch Road LLC Investment related: No Address: Property address is: Kimbolton, OH Mailing address is: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/23/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My parents created the LLC to help protect their second property and registered the deed in the name of the LLC then gifted the units to my brothers and I. I am the President and signing officer for the LLC. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TRIPLE J CABINS, LLC. POSITION: INVESTOR START DATE: 8/20/2018 ADDRESS: 1 PALM COAST, FL DETAILS: passive rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-12-06

Other Names

• Juliet Rose Speight
• Juliet Rose Halter