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Scott Kelly Summers

J.P. Morgan Securities LLC

Dallas, TX

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-06
  • TX RA
    APPROVED
    Since 2025-12-06

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • 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 Dallas TX 09/2021 03/2023
Orix Usa Corporation Dallas TX 11/2019 09/2021
Lexitas Dallas TX 10/2016 11/2019
Southern Methodist University Dallas TX 08/2018 08/2020
Unemployed Dallas TX 03/2016 09/2016
Stephens Inc Dallas TX 11/2023 05/2025
Statlab (Slmp, Llc) Dallas TX 04/2023 09/2023
Cross Capital Partners Tampa FL 07/2021 07/2021
J.P. Morgan Securities Llc Dallas TX 09/2025 Present
Jpmorgan Chase Bank, N.A. Dallas TX 09/2025 Present
Unemployed Dallas TX 10/2023 10/2023
Unemployed Dallas TX 06/2025 08/2025
  • 09/2021 → 03/2023
    J.P. Morgan Securities Llc
    Dallas, TX
  • 11/2019 → 09/2021
    Orix Usa Corporation
    Dallas, TX
  • 10/2016 → 11/2019
    Lexitas
    Dallas, TX
  • 08/2018 → 08/2020
    Southern Methodist University
    Dallas, TX
  • 03/2016 → 09/2016
    Unemployed
    Dallas, TX
  • 11/2023 → 05/2025
    Stephens Inc
    Dallas, TX
  • 04/2023 → 09/2023
    Statlab (Slmp, Llc)
    Dallas, TX
  • 07/2021 → 07/2021
    Cross Capital Partners
    Tampa, FL
  • 09/2025 → Present
    J.P. Morgan Securities Llc
    Dallas, TX
  • 09/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 10/2023 → 10/2023
    Unemployed
    Dallas, TX
  • 06/2025 → 08/2025
    Unemployed
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-06
S63 Uniform Securities Agent State Law Examination 2021-11-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-06
  • S63 Uniform Securities Agent State Law Examination
    2021-11-09
Other Names
  • Scott K Summers
  • Scott Summers
  • Scott Xx Summers

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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