Shelbi Cleaver

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

• 08/2020 → 04/2021
  Equitable Advisors, Llc
  San Diego, CA
• 06/2017 → 07/2020
  The Cheesecake Factory
  Chula Vista, CA
• 09/2016 → 05/2017
  Sweetfrog Frozen Yogurt
  Fort Worth, TX
• 09/2018 → 05/2020
  University Of San Diego
  San Diego, CA
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Santa Rosa, CA
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Santa Rosa, CA
• 04/2021 → 07/2021
  The Duck Drive
  San Diego, CA
• 08/2020 → 04/2021
  Equitable Financial Life Insurance Co
  San Diego, CA

Previous Registrations

• 2020-10-06 → 2021-04-12
  Equitable Advisors, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-10-02

Other Names

• Shelbi Annis
• Shelbi Jo Annis
• Shelbi Jo Cleaver