Best Investors Account Sign in

Shanna Colette Ramsey

J.P. Morgan Securities LLC

Orlando, FL

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-15
TX RA APPROVED_RES 2024-04-09
  • FL RA
    APPROVED
    Since 2024-04-15
  • TX RA
    APPROVED_RES
    Since 2024-04-09

Branch Locations

450 S Orange Ave Floor 10, Orlando, FL 32801 • 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
Wells Fargo Bank Na Lake Mary FL 02/2007 03/2024
Wells Fargo Advisors, Llc. Lake Mary FL 02/2015 11/2016
Wells Fargo Clearing Services, Llc Lake Mary FL 11/2016 03/2024
Jpmorgan Chase Bank Na Orlando FL 04/2024 Present
Jpmorgan Securities Llc Orlando FL 04/2024 Present
  • 02/2007 → 03/2024
    Wells Fargo Bank Na
    Lake Mary, FL
  • 02/2015 → 11/2016
    Wells Fargo Advisors, Llc.
    Lake Mary, FL
  • 11/2016 → 03/2024
    Wells Fargo Clearing Services, Llc
    Lake Mary, FL
  • 04/2024 → Present
    Jpmorgan Chase Bank Na
    Orlando, FL
  • 04/2024 → Present
    Jpmorgan Securities Llc
    Orlando, FL
Previous Registrations
  • 2020-12-18 → 2024-04-02
    Wells Fargo Clearing Services, Llc
    Lake Mary, FL
    Orlando, FL
    Orlando, FL
    Lake Mary, FL
    Lake Mary, FL
    Orlando, FL
    Winter Garden, FL
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
S63 Uniform Securities Agent State Law Examination 2015-04-07
  • S66 Uniform Combined State Law Examination
    2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2015-04-07
Other Names
  • Shanna C Ramsey

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor