Mason Mcevers

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

• 08/2016 → 06/2017
  Scottrade, Inc
  Cape Girardeau, MO
• 08/2013 → 05/2017
  Southeast Missouri State University
  Cape Girardeau, MO
• 06/2017 → 02/2018
  Scottrade, Inc
  St. Louis, MO
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  St Louis, MO
• 12/2022 → 09/2024
  Charles Schwab & Co., Inc.
  Alton, IL
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Brentwood, MO
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Brentwood, MO

Previous Registrations

• 2022-10-04 → 2024-10-15
  Charles Schwab & Co., Inc.
  St Louis, MO
  Alton, IL
  Westlake, TX
• 2019-08-16 → 2022-10-14
  Td Ameritrade, Inc.
  St Louis, MO
  St. Louis, MO
• 2019-08-16 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-08-15
• S63 Uniform Securities Agent State Law Examination
  2017-07-17

Other Names

• Mason Mcevers
• Mason A Mcevers