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Jacob Baxter

J.P. Morgan Securities LLC

New Orleans, LA

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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 2023-08-15
LA RA APPROVED 2023-08-01
  • TX RA
    APPROVED
    Since 2023-08-15
  • LA RA
    APPROVED
    Since 2023-08-01

Branch Locations

201 St. Charles Avenue, New Orleans, LA 70170 • 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
The Olivier Group Llc Baton Rouge LA 06/2021 07/2023
Cetera Advisor Networks Llc El Segundo CA 06/2021 07/2023
Walk On's Bar And Bistreaux New Orleans LA 05/2017 08/2017
Altis Group International Houston TX 06/2019 08/2019
Gulf Coast Bank & Trust New Orleans LA 07/2020 06/2021
Cwm, Llc Dba Carson Partners Omaha NE 07/2022 07/2023
J.P. Morgan Securities Llc New Orleans LA 07/2023 Present
Jpmorgan Chase Bank, N.A. New Orleans LA 07/2023 Present
Cwm, Llc Omana NE 07/2022 07/2023
Unemployed New Orleans LA 09/2016 04/2017
Unemployed New Orleans LA 09/2017 05/2019
Unemployed New Orleans LA 09/2019 05/2020
Cetera Advisors Networks Omaha NE 01/2022 07/2023
Gulf Coast Bank New Orleans LA 06/2020 05/2021
  • 06/2021 → 07/2023
    The Olivier Group Llc
    Baton Rouge, LA
  • 06/2021 → 07/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 05/2017 → 08/2017
    Walk On's Bar And Bistreaux
    New Orleans, LA
  • 06/2019 → 08/2019
    Altis Group International
    Houston, TX
  • 07/2020 → 06/2021
    Gulf Coast Bank & Trust
    New Orleans, LA
  • 07/2022 → 07/2023
    Cwm, Llc Dba Carson Partners
    Omaha, NE
  • 07/2023 → Present
    J.P. Morgan Securities Llc
    New Orleans, LA
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    New Orleans, LA
  • 07/2022 → 07/2023
    Cwm, Llc
    Omana, NE
  • 09/2016 → 04/2017
    Unemployed
    New Orleans, LA
  • 09/2017 → 05/2019
    Unemployed
    New Orleans, LA
  • 09/2019 → 05/2020
    Unemployed
    New Orleans, LA
  • 01/2022 → 07/2023
    Cetera Advisors Networks
    Omaha, NE
  • 06/2020 → 05/2021
    Gulf Coast Bank
    New Orleans, LA
Previous Registrations
  • 2022-07-14 → 2023-07-25
    Cwm, Llc
    Omaha, NE
    Baton Rouge, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-09
  • S66 Uniform Combined State Law Examination
    2022-07-09
Other Names
  • Jacob Baxter
  • Jacob L Baxter
  • Jacob Lacoste Baxter

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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