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Michelle Conlon

J.P. Morgan Securities LLC

Altamonte Springs, FL

CRD 6553642

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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
FL RA APPROVED 2020-01-21
CA RA APPROVED 2020-01-17
TX RA APPROVED 2020-01-17
  • FL RA
    APPROVED
    Since 2020-01-21
  • CA RA
    APPROVED
    Since 2020-01-17
  • TX RA
    APPROVED
    Since 2020-01-17

Branch Locations

971 N. Sr 434, Altamonte Springs, FL 32714 • 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
Jp Morgan Chase Bank, N.A. Altamonte Springs FL 02/2016 02/2020
Jpmorgan Securities, Llc Altamonte Springs FL 02/2016 07/2020
Jpmorgan Chase Bank N.A. Altamonte Springs FL 03/2020 07/2020
Jpmorgan Chase Bank, N.A. Altamonte Sprints FL 08/2020 Present
J.P. Morgan Securities Llc Altamonte Springs FL 08/2020 Present
  • 02/2016 → 02/2020
    Jp Morgan Chase Bank, N.A.
    Altamonte Springs, FL
  • 02/2016 → 07/2020
    Jpmorgan Securities, Llc
    Altamonte Springs, FL
  • 03/2020 → 07/2020
    Jpmorgan Chase Bank N.A.
    Altamonte Springs, FL
  • 08/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Altamonte Sprints, FL
  • 08/2020 → Present
    J.P. Morgan Securities Llc
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Other Names
  • Michelle Phyllis Buckman
  • Michelle Phyllis Buckman
  • Shelly Conlon
  • Shelly Buckman
  • Michelle Conlon
  • Michelle Phyllis Conlon

View on SEC IAPD

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