Charity Rose Atkinson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 06/2021 → Present
  J.P. Morgan Securities Llc
  Seattle, WA
• 06/2017 → 05/2021
  Us Bank
  Lynnwood, WA
• 03/2017 → 06/2017
  Nordstrom
  Lynnwood, WA
• 10/2016 → 03/2017
  Starbucks
  Lynnwood, WA
• 10/2015 → 09/2016
  Hastings
  Idaho Falls, ID
• 07/2023 → Present
  Hammer And Saw Local Carpentry, Llc
  Seattle, WA

Other Businesses

Entity Name: Hammer and Saw Local Carpentry, LLC Investment related: No "Address: Seattle WA 98119" Nature of the other business: Carpentry Position/Title/Relationship: Owner/Partner Start Date: 07/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Carpentry Company serving homeowners in the greater Seattle area. My role as LLC member would primarily be administrative. I would be designing the website and business cards, completing registrations, organizing appointments, secondary contact after the owner which is my husband, and coordinate with and hire vendors. "

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2021-10-04

Other Names

• Charity Atkinson