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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_RES 2013-09-19
OH RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • OH RA
    APPROVED
    Since 2012-10-01

Branch Locations

4199 Parkway Ln, Hilliard, OH 43026 • United States

50 West Wilson Bridge Road, Worthington, OH 43085 • 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 Hilliard OH 10/2012 Present
Previous Registrations
  • 2005-09-06 → 2012-10-01
    Chase Investment Services Corp.
    Columbus, OH
    Heath, OH
    Columbus, OH
    Worthington, OH
    Columbus, OH
    Columbus, OH
    Mt. Gilead, OH
    Columbus, OH
    Marion, OH
    Upper Sandusky, OH
    Columbus, OH
    Gahanna, OH
    Newark, OH
    Lewis Center, OH
    Westerville, OH
    Marion, OH
    Delaware, OH
    Granville, OH
    Mt. Sterling, OH
    Delaware, OH
    New Albany, OH
    Gahanna, OH
    Columbus, OH
    Newark, OH
    Columbus, OH
    Columbus, OH
    Sunbury, OH
    Westerville, OH
    Marion, OH
    Powell, OH
    Lewis Center, OH
    Powell, OH
    Powell, OH
    Columbus, OH
    Lewis Center, OH
    Coshocton, OH
    Marysville, OH
    Newcomerstown, OH
    Dresden, OH
    Marietta, OH
    Warsaw, OH
    Athens, OH
    Marietta, OH
    Belpre, OH
    Marietta, OH
    West Lafayette, OH
    Zanesville, OH
    Athens, OH
    Zanesville, OH
    Athens, OH
    Johnstown, OH
    Lewis Center, OH
    Pataskala, OH
    Hilliard, OH
    Sunbury, OH
    Sunbury, OH
    Sunbury, OH
    Coshocton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-30
  • S66 Uniform Combined State Law Examination
    2005-08-30
Other Names
  • Shane Michael Eversole

View on SEC IAPD

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