Chad Stafford Clay

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 → 05/2022
  Equitable Advisors, Llc
  San Diego, CA
• 08/2017 → 05/2021
  University Of California
  Berkeley, CA
• 07/2019 → 08/2019
  San Diego County District Attorney's Office
  San Diego, CA
• 07/2019 → 08/2019
  Little Properties
  San Diego, CA
• 06/2015 → 08/2019
  Stafford Surf School
  El Cajon, CA
• 09/2016 → 08/2017
  Geppettos
  San Diego, CA
• 08/2015 → 11/2016
  Souplantation
  San Diego, CA
• 08/2020 → 05/2022
  Equitable Network Llc
  San Diego, CA
• 05/2022 → Present
  Jp Morgan Chase Bank, N.A.
  Del Mar, CA
• 05/2022 → Present
  Jp Morgan Securities, Llc
  Del Mar, CA

Previous Registrations

• 2021-01-05 → 2022-05-25
  Equitable Advisors, Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-24
• S63 Uniform Securities Agent State Law Examination
  2020-10-16

Other Names

• Chad Clay