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Everdina Wilhelmina De Koning

J.P. Morgan Securities LLC

Boston, MA

CRD 7380713

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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 2023-10-02
  • TX RA
    APPROVED
    Since 2023-10-02

Branch Locations

50 Rowes Wharf Floor 03, Boston, MA 02110 • 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, Na Chicago IL 07/2023 Present
Jpmorgan Securities Llc Chicago IL 07/2023 Present
Kelley School Of Business Undergraduate Career Center Bloomington IN 08/2021 06/2023
Transwestern Capital Denver CO 06/2019 08/2021
Ubs Louisville KY 05/2021 08/2021
Indiana University Bloomington Bloomington IN 06/2021 08/2021
Clarke Cooke House Newport RI 05/2023 07/2023
Indiana University Bloomington IN 08/2019 05/2023
Fieldwork Denver CO 05/2018 07/2020
Blue Island Oyster Bar Denver CO 07/2017 05/2018
Unemployed Denver CO 06/2013 06/2017
  • 07/2023 → Present
    Jpmorgan Chase Bank, Na
    Chicago, IL
  • 07/2023 → Present
    Jpmorgan Securities Llc
    Chicago, IL
  • 08/2021 → 06/2023
    Kelley School Of Business Undergraduate Career Center
    Bloomington, IN
  • 06/2019 → 08/2021
    Transwestern Capital
    Denver, CO
  • 05/2021 → 08/2021
    Ubs
    Louisville, KY
  • 06/2021 → 08/2021
    Indiana University Bloomington
    Bloomington, IN
  • 05/2023 → 07/2023
    Clarke Cooke House
    Newport, RI
  • 08/2019 → 05/2023
    Indiana University
    Bloomington, IN
  • 05/2018 → 07/2020
    Fieldwork
    Denver, CO
  • 07/2017 → 05/2018
    Blue Island Oyster Bar
    Denver, CO
  • 06/2013 → 06/2017
    Unemployed
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02

View on SEC IAPD

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