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James P. Klausman

J.P. Morgan Securities LLC

Grove City, OH

Circleville, OH

Grove City, OH

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
OH RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2026-01-23
  • OH RA
    APPROVED
    Since 2024-06-14

Branch Locations

2731 London Groveport Rd, Grove City, OH 43123 • United States

100 East Main Street, Circleville, OH 43113 • United States

2161 Stringtown Road, Grove City, OH 43123 • 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 Securities Llc Columbus OH 06/2016 07/2024
Jpmorgan Chase Bank Columbus OH 06/2016 07/2024
James Klausman Commercial Point OH 10/2022 05/2024
Jp Morgan Chase Bank, N.A. Circleville OH 07/2024 Present
Jp Morgan Securities Llc Circleville OH 07/2024 Present
  • 06/2016 → 07/2024
    Jp Morgan Securities Llc
    Columbus, OH
  • 06/2016 → 07/2024
    Jpmorgan Chase Bank
    Columbus, OH
  • 10/2022 → 05/2024
    James Klausman
    Commercial Point, OH
  • 07/2024 → Present
    Jp Morgan Chase Bank, N.A.
    Circleville, OH
  • 07/2024 → Present
    Jp Morgan Securities Llc
    Circleville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05
Other Names
  • James P Klausman
  • James Klausman
  • James P Klausman
  • James Klausman
  • James Phillip Klausman
  • James Phillip Klausman

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GROVE CITY, OH
OSAIC WEALTH, INC. · GROVE CITY, OH
SFG WEALTH MANAGEMENT LLC · GROVE CITY, OH
COLBURN WEALTH MANAGEMENT, LLC · GROVE CITY, OH
CETERA INVESTMENT ADVISERS LLC · Grove City, OH
EDWARD JONES · GROVE CITY, OH
EDWARD JONES · GROVE CITY, OH
U.S. BANCORP ADVISORS, LLC · Grove City, OH

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