Meghan E. Donahoe

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-02-19
WA	RA	APPROVED	2019-09-17
CA	RA	APPROVED	2019-06-24

TX RA
APPROVED

Since 2020-02-19
WA RA
APPROVED

Since 2019-09-17
CA RA
APPROVED

Since 2019-06-24

Branch Locations

Seattle, WA • United States

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

1301 2Nd Avenue, Seattle, WA 98101 • 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

Organization	City	State	From	To
Stifel Nicolaus & Co Inc	San Francisco	CA	06/2014	05/2019
Jpmorgan Chase Bank, N.A.	Seattle	WA	05/2019	Present
Jpmorgan Securities, Llc.	Seattle	WA	05/2019	Present
Poshmark	Seattle	WA	11/2024	Present

06/2014 → 05/2019

Stifel Nicolaus & Co Inc

San Francisco, CA
05/2019 → Present

Jpmorgan Chase Bank, N.A.

Seattle, WA
05/2019 → Present

Jpmorgan Securities, Llc.

Seattle, WA
11/2024 → Present

Poshmark

Seattle, WA

Previous Registrations

2015-07-13 → 2019-05-16

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

San Francisco, CA

Other Businesses

Effective 5/7/19 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. Entity Name: Poshmark Investment related: No Address: www.poshmark.com Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 11/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: selling used clothes & home goods via online consignment shop.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-13

S66 Uniform Combined State Law Examination

2015-07-13

Designations

Certified Financial Planner

Other Names

Meghan E Donahoe
Meghan Elizabeth Donahoe

View on SEC IAPD