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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-05-29
FL RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2018-05-29
  • FL RA
    APPROVED
    Since 2012-10-01

Branch Locations

2280 Se Federal Hwy, Stuart, FL 34994 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Stuart FL 10/2012 Present
Holden & Associates Llc Hobe Sound FL 05/2026 Present
Jpmorgan Chase Bank, N.A. Stuart FL 09/2010 Present
  • 10/2012 → Present
    Stuart, FL
  • 05/2026 → Present
    Holden & Associates Llc
    Hobe Sound, FL
  • 09/2010 → Present
    Jpmorgan Chase Bank, N.A.
    Stuart, FL
Previous Registrations
  • 2010-09-30 → 2012-10-01
    Chase Investment Services Corp.
    Jupiter, FL
    Port St Lucie, FL
    Port St. Lucie, FL
    Lake Worth, FL
    Jupiter, FL
    Stuart, FL
    Lake Worth, FL
    Royal Palm Beach, FL
    West Palm Beach, FL
    West Palm Beach, FL
    Tequesta, FL
  • 2009-11-13 → 2010-09-10
    Palm City, FL
  • 2007-10-29 → 2009-11-13
    Natcity Investments, Inc.
    Palm City, FL
    West Palm Beach, FL
  • 2007-04-02 → 2007-08-22
    Morgan Stanley & Co. Llc
    Stuart, FL
  • 2005-04-26 → 2007-04-02
    Morgan Stanley Dw Inc.
    Stuart, FL
    Stuart, FL
Other Businesses

Entity Name: HOLDEN & ASSOCIATES LLC Investment related: No "Address: 9995 SE Federal Hwy Unit 1426 Hobe Sound, FL 33455 https://haproductions.media" Nature of the other business: Social Media Position/Title/Relationship: Owner/Partner Start Date: 05/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Digital Marketing to help in brand building for businesses through social media as well as other digital means.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-20
  • S66 Uniform Combined State Law Examination
    2005-04-20
Other Names
  • Todd Holden
  • Todd Vernon Holden

View on SEC IAPD

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