Christopher Mcintosh

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

• 04/2013 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2013 → 05/2019
  Bank Of America, N.A.
  New York, NY
• 05/2019 → 04/2021
  Wells Fargo Clearing Services
  Melville, NY
• 05/2019 → 04/2021
  Wells Fargo Bank
  Melville, NY
• 04/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Garden City, NY
• 04/2021 → Present
  J.P. Morgan Securities Llc
  Garden City, NY

Previous Registrations

• 2019-06-06 → 2021-05-14
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Melville, NY
• 2013-05-08 → 2019-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2010-08-16 → 2013-04-25
  Morgan Stanley
  Purchase, NY
  New York, NY
  New York, NY
• 2004-09-20 → 2007-03-12
  Morgan Stanley Dw Inc.
  Purchase, NY
  Purchase, NY

Other Businesses

Entity Name: Locust Valley Cemetery Association Inc. Investment related: Yes "Address: 117 Ryefield Road, Locust Valley, NY 11560 www.lvcemetery.com" Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 02/13/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Service on investment committee for Locust Valley Cemetery Association Inc. The aim of the association is long term management of the cemetery. Entity Name: Locust Valley Cemetery Association Inc. Investment related: Yes Address: 117 Ryefield Road, Locust Valley, NY 11560 www.lvcemetery.com Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been serving on the Locust Valley Cemetery Association Board for almost a year, and have been asked me to Chair its Investment Committee. J.P. Morgan has no investment or banking relationship with the organization and there are no existing/anticipated conflicts.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-14

Other Names

• Christopher M. Mcintosh
• Christopher M Mcintosh
• Christopher Mcintosh
• Christopher Michael Mcintosh