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Alistair Brian Savides

J.P. Morgan Securities LLC

New York, NY

Walnut Creek, CA

CRD 6074499

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-29
TX RA APPROVED 2025-08-29
  • CA RA
    APPROVED
    Since 2025-08-29
  • TX RA
    APPROVED
    Since 2025-08-29

Branch Locations

270 Park Ave Floor 10, New York, NY 10017 • United States

1656 N. California Blvd., Walnut Creek, CA 94596 • 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
Jpmorgan Chase Bank, N.A. Walnut Creek CA 07/2023 Present
J.P. Morgan Securities Llc Walnut Creek CA 05/2025 Present
First Republic Bank Walnut Creek CA 06/2019 07/2023
Litman Gregory Asset Management Walnut Creek CA 09/2013 06/2019
First Church Of Christ Danville CA 02/2022 01/2025
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Walnut Creek, CA
  • 05/2025 → Present
    J.P. Morgan Securities Llc
    Walnut Creek, CA
  • 06/2019 → 07/2023
    First Republic Bank
    Walnut Creek, CA
  • 09/2013 → 06/2019
    Litman Gregory Asset Management
    Walnut Creek, CA
  • 02/2022 → 01/2025
    First Church Of Christ
    Danville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

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