Best Investors Account Sign in

James Keiron Donovan

J.P. Morgan Securities LLC

Irvine, CA

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

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-22
TX RA APPROVED 2024-01-22
  • CA RA
    APPROVED
    Since 2024-01-22
  • TX RA
    APPROVED
    Since 2024-01-22

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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
Citigroup Global Markets Inc. San Francisco CA 06/2015 08/2017
Jpmorgan Chase Bank, N.A. Irvine CA 01/2024 Present
J.P. Morgan Securities Llc Irvine CA 01/2024 Present
Unemployed Dana Point CA 04/2023 12/2023
Citigroup Global Markets Inc. New York NY 08/2017 03/2023
  • 06/2015 → 08/2017
    Citigroup Global Markets Inc.
    San Francisco, CA
  • 01/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 01/2024 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 04/2023 → 12/2023
    Unemployed
    Dana Point, CA
  • 08/2017 → 03/2023
    Citigroup Global Markets Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
S63 Uniform Securities Agent State Law Examination 2015-07-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
  • S63 Uniform Securities Agent State Law Examination
    2015-07-24
Other Names
  • James Donovan

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor