Jackson Stephen Toney

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

• 09/2021 → Present
  Jpmorgan Chase Bank Na
  Chicago, IL
• 09/2021 → Present
  Jpmorgan Securities Llc
  Chicago, IL
• 07/2019 → 08/2021
  Jpmorgan Chase Bank Na
  Plano, TX
• 06/2018 → 08/2018
  Jpmorgan Chase Bank Na
  Newark, DE
• 05/2017 → 05/2019
  University Of Oklahoma
  Norman, OK
• 05/2016 → 09/2016
  Kelly Services Global Llc (Allstate Insurance)
  Coppell, TX
• 08/2015 → 05/2019
  University Of Oklahoma
  Norman, OK
• 06/2019 → 06/2019
  Unemployed
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-12-07