Allen Christopher Morton

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

• 08/2016 → 06/2017
  Global Alternative Investment Services
  New York, NY
• 08/2016 → 07/2019
  Wells Fargo Investment Institute
  New York, NY
• 03/2021 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 03/2021 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 07/2019 → 03/2021
  Bny Mellon
  New York, NY
• 03/2024 → Present
  Lake Melrose Llc
  Stamford, CT

Previous Registrations

• 2011-02-14 → 2012-06-15
  Oppenheimer & Co. Inc.
  New York, NY

Other Businesses

Entity Name: Lake Melrose LLC Investment related: No Address: 11 Konandreas Drive, Stamford, CT 06903 Nature of the other business: Real Estate Position/Title/Relationship: Owner / Partner Start Date: 03/25/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC created to hold personal residential home. No connection to JPMC and no similarity to role at JPMC United Way of Western Connecticut; Not investment related; 301 Main Street, Suite 2-5 Danbury, CT 06810; Provide aid and solutions to income constrained families; Volunteer; March 2021; 4 hrs per month; 0 hrs during securities trading hrs; Review and approve proposals for grants.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-15
• S63 Uniform Securities Agent State Law Examination
  2016-12-30

Other Names

• Christopher Morton
• Allen Christopher Morton
• Allen Christopher Morton