Byron Carver Athans

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

• 02/2009 → 09/2023
  Bank Of America Na
  New York, NY
• 10/2009 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT

Previous Registrations

• 2009-10-23 → 2023-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2009-01-08 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY
  New York, NY
  Boston, MA
  Lake Forest, IL
• 2008-02-01 → 2008-12-31
  Bofa Advisors, Llc
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: Citymeals on Wheels Investment related: Yes "Address: 335 Lexington Ave, New York, NY https://citymeals.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Food delivery to the homebound elderly. Board Finance Committee Chair & Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17