Julie Megan Gordon

J.P. Morgan Securities LLC

CRD 6090189

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-12-16
TX	RA	APPROVED	2025-12-16

NY RA
APPROVED

Since 2025-12-16
TX RA
APPROVED

Since 2025-12-16

Branch Locations

390 Madison Avenue Floor 29, New York, NY 10017 • 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
Jpmorgan Securities Llc	New York	NY	06/2012	Present
Jpmorgan Chase Bank Na	New York	NY	06/2012	Present

06/2012 → Present

Jpmorgan Securities Llc

New York, NY
06/2012 → Present

Jpmorgan Chase Bank Na

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-16
S63	Uniform Securities Agent State Law Examination	2012-08-23

S65 Uniform Investment Adviser Law Examination

2025-12-16
S63 Uniform Securities Agent State Law Examination

2012-08-23

Other Names

Julie Gordon
Julie M Gordon

View on SEC IAPD

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