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Shelbi Cleaver

J.P. Morgan Securities LLC

Santa Rosa, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-23
  • CA RA
    APPROVED
    Since 2021-09-23

Branch Locations

2300 Sonoma Ave, Santa Rosa, CA 95405 • 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
Equitable Advisors, Llc San Diego CA 08/2020 04/2021
The Cheesecake Factory Chula Vista CA 06/2017 07/2020
Sweetfrog Frozen Yogurt Fort Worth TX 09/2016 05/2017
University Of San Diego San Diego CA 09/2018 05/2020
Jpmorgan Chase Bank, N.A. Santa Rosa CA 08/2021 Present
J.P. Morgan Securities Llc Santa Rosa CA 08/2021 Present
The Duck Drive San Diego CA 04/2021 07/2021
Equitable Financial Life Insurance Co San Diego CA 08/2020 04/2021
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02
Other Names
  • Shelbi Annis
  • Shelbi Jo Annis
  • Shelbi Jo Cleaver

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
EDWARD JONES · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA

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