Alison Jane Bowes

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

• 02/2012 → 01/2019
  Jp Morgan Chase
  Boynton Beach, FL
• 03/2009 → 10/2016
  Harmony Worldwide
  Boynton, FL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Vero Beach, FL
• 01/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Vero Beach, FL

Previous Registrations

• 2012-04-23 → 2012-10-01
  Chase Investment Services Corp.
  Boynton Beach, FL
• 2011-06-29 → 2012-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-06-27

Other Names

• Alison Jane Barrett
• Alison Jane Melling
• Alison Jane Bowes
• Alison J Bowes