Fitzjames Adams

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

• 06/2015 → 08/2017
  Morgan Stanley
  New York, NY
• 05/2018 → 10/2022
  Morgan Stanley
  New York, NY
• 09/2017 → 05/2018
  Morgan Stanley
  Bay Shore, NY
• 10/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2018-06-04 → 2022-10-19
  Morgan Stanley
  New York, NY
  Purchase, NY
  New York, NY
• 2016-09-21 → 2017-08-16
  Morgan Stanley
  New York, NY
  Burlingame, CA
  San Francisco, CA

Other Businesses

Effective 10/24/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-25
• S63 Uniform Securities Agent State Law Examination
  2007-08-21

Other Names

• Fitzjames Adams
• Fitjames Adams
• Adam Fitzjames