Jason Souder

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

• 07/2014 → 08/2018
  Scottrade
  Merrillville, IN
• 02/2018 → 08/2018
  Td Ameritrade, Inc.
  Merrillville, IN
• 02/2018 → 08/2018
  Td Ameritrade Investment Management, Llc
  Merrillville, IN
• 08/2018 → Present
  Jp Morgan Securities, Llc
  Chicago, IL
• 08/2018 → Present
  Jp Morgan Chase Bank, N.A.
  Chicago, IL
• 07/2014 → 02/2018
  Scottrade, Inc.
  Merrillville, IN
• 07/2014 → 02/2018
  Scottrade Investment Management
  Mellville, IN

Previous Registrations

• 2018-02-27 → 2018-08-24
  Td Ameritrade, Inc.
  Merrillville, IN
  Chicago, IL
• 2018-02-26 → 2018-08-24
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Chicago, IL
• 2016-06-28 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2013-12-06 → 2014-07-25
  J.P. Morgan Securities Llc
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11

Other Names

• Jason James Souder