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Eric D. Dawson

J.P. Morgan Securities LLC

San Francisco, CA

CRD 7357624

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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
TX RA APPROVED 2022-11-16
CA RA APPROVED 2022-07-23
  • TX RA
    APPROVED
    Since 2022-11-16
  • CA RA
    APPROVED
    Since 2022-07-23

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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
Jpmorgan Chase Bank, N.A. San Francisco CA 06/2022 Present
J.P. Morgan Securities Llc San Francisco CA 06/2022 Present
Bank Of America Chicago IL 04/2018 06/2022
University Of Oregon Eugene OR 09/2012 09/2016
Bank Of America San Francisco CA 10/2016 04/2018
  • 06/2022 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 06/2022 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 04/2018 → 06/2022
    Bank Of America
    Chicago, IL
  • 09/2012 → 09/2016
    University Of Oregon
    Eugene, OR
  • 10/2016 → 04/2018
    Bank Of America
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2022-06-10
Other Names
  • Eric Daniel Dawson

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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