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Madilyn Liston

J.P. Morgan Securities LLC

New York, NY

CRD 7398772

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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
NY RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • NY RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
Jp Morgan Securities, Llc New York NY 07/2022 Present
Jp Morgan Chase Bank, N.A. New York NY 07/2022 Present
Cross Creek Advisors Llc Salt Lake City UT 08/2021 05/2022
Goldman, Sachs & Co. Salt Lake City UT 06/2021 08/2021
University Of Utah Salt Lake City UT 05/2018 05/2020
University Of Utah Salt Lake City UT 08/2017 12/2021
Xtremex Midvale UT 07/2018 04/2021
Lululemon Usa Inc. Murray UT 12/2020 01/2021
Payson High School Payson UT 12/2014 08/2017
Unemployed Payson UT 06/2022 06/2022
  • 07/2022 → Present
    New York, NY
  • 07/2022 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 08/2021 → 05/2022
    Cross Creek Advisors Llc
    Salt Lake City, UT
  • 06/2021 → 08/2021
    Goldman, Sachs & Co.
    Salt Lake City, UT
  • 05/2018 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 08/2017 → 12/2021
    University Of Utah
    Salt Lake City, UT
  • 07/2018 → 04/2021
    Xtremex
    Midvale, UT
  • 12/2020 → 01/2021
    Lululemon Usa Inc.
    Murray, UT
  • 12/2014 → 08/2017
    Payson High School
    Payson, UT
  • 06/2022 → 06/2022
    Unemployed
    Payson, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11
Other Names
  • Madilyn Liston
  • Madilyn M Liston
  • Maddie Liston
  • Madilyn Marinda Liston

View on SEC IAPD

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