Chad Thomas Miller

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

• 06/2025 → Present
  J.P. Morgan Securities Llc
  Mansfield, OH
• 08/2007 → Present
  Jpmorgan Chase Bank, N.A.
  Mansfield, OH

Other Businesses

Entity Name: The Galion Port Authority Investment related: No Address: Galion, Ohio, United States Nature of the other business: Government Position/Title/Relationship: Board Member Start Date: 06/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Regularly scheduled monthly board meetings and others as needed. I will also be serving the Board as Secretary and Fiscal Officer. Approximately 2-3 hours per month. Initially, the time requirement may be larger.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-07

Other Names

• Chad T Miller