Charles Leitch

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

• 06/2014 → 06/2018
  Fisher Investments
  San Mateo, CA
• 03/2019 → Present
  First Republic Investment Management, Inc
  Los Angeles, CA
• 07/2018 → 02/2019
  Self-Employed
  North Hollywood, CA
• 10/2019 → 09/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2019-03-07 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 2016-01-20 → 2018-07-11
  Fisher Investments
  San Mateo, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-07
• S65 Uniform Investment Adviser Law Examination
  2016-01-20

Other Names

• Craig Leitch
• Charles Craig Leitch