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Whitney Frances Burke

J.P. Morgan Securities LLC

New York, NY

CRD 7408769

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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 2022-11-17
NY RA APPROVED 2021-09-24
  • TX RA
    APPROVED
    Since 2022-11-17
  • NY RA
    APPROVED
    Since 2021-09-24

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, 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
J.P. Morgan Securities Llc New York NY 07/2021 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2021 Present
Jp Morgan Chase Houston TX 06/2020 08/2020
Avalon Investment & Advisory Houston TX 05/2019 08/2019
University Of Virginia Charlottesville VA 08/2018 05/2021
Unemployed Houston TX 06/2021 06/2021
Unemployed Houston TX 06/2011 07/2018
  • 07/2021 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2020 → 08/2020
    Jp Morgan Chase
    Houston, TX
  • 05/2019 → 08/2019
    Avalon Investment & Advisory
    Houston, TX
  • 08/2018 → 05/2021
    University Of Virginia
    Charlottesville, VA
  • 06/2021 → 06/2021
    Unemployed
    Houston, TX
  • 06/2011 → 07/2018
    Unemployed
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-24
  • S66 Uniform Combined State Law Examination
    2021-09-24
Other Names
  • Whitney Frances Burke,

View on SEC IAPD

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