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Jessica Southard

J.P. Morgan Securities LLC

New York, NY

CRD 7242666

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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
NY RA APPROVED 2026-06-15
TX RA APPROVED 2026-06-15
  • NY RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

270 Park Ave Floor 10, New York, NY 10017 • 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
J.P. Morgan Securities Llc New York NY 12/2025 Present
Morgan Stanley New York NY 02/2021 12/2025
Baruch College New York NY 08/2017 01/2021
Morgan Stanley New York NY 07/2020 08/2020
A Summer Place Ocean Beach NY 06/2015 08/2019
Apc Workforce Solutions (Bloomberg Assignment) New York NY 07/2018 08/2018
  • 12/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 02/2021 → 12/2025
    Morgan Stanley
    New York, NY
  • 08/2017 → 01/2021
    Baruch College
    New York, NY
  • 07/2020 → 08/2020
    Morgan Stanley
    New York, NY
  • 06/2015 → 08/2019
    A Summer Place
    Ocean Beach, NY
  • 07/2018 → 08/2018
    Apc Workforce Solutions (Bloomberg Assignment)
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-14
  • S66 Uniform Combined State Law Examination
    2026-06-14
Other Names
  • Jessica L Southard

View on SEC IAPD

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