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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
WV RA APPROVED 2024-01-16
  • WV RA
    APPROVED
    Since 2024-01-16

Branch Locations

505 D Street, South Charleston, WV 25303 • 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
Marco's Pizza St. Albans WV 03/2016 08/2017
Applebee's Charleston WV 05/2019 08/2019
Cheddar's Scratch Kitchen Morgantown WV 09/2019 02/2021
Equitable Advisors, Llc New York NY 10/2021 09/2022
Equitable Financial Life Insurance Co. New York NY 10/2021 09/2022
Jpmorgan Chase Bank (Oh) South Charleston WV 10/2022 Present
J.P. Morgan Securities Llc South Charleston WV 12/2023 Present
Unemployed Charleston WV 09/2017 04/2019
Unemployed Charleston WV 03/2021 09/2021
  • 03/2016 → 08/2017
    Marco's Pizza
    St. Albans, WV
  • 05/2019 → 08/2019
    Applebee's
    Charleston, WV
  • 09/2019 → 02/2021
    Cheddar's Scratch Kitchen
    Morgantown, WV
  • 10/2021 → 09/2022
    New York, NY
  • 10/2021 → 09/2022
    Equitable Financial Life Insurance Co.
    New York, NY
  • 10/2022 → Present
    Jpmorgan Chase Bank (Oh)
    South Charleston, WV
  • 12/2023 → Present
    South Charleston, WV
  • 09/2017 → 04/2019
    Unemployed
    Charleston, WV
  • 03/2021 → 09/2021
    Unemployed
    Charleston, WV
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2021-12-31
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-12-31
Other Names
  • Jamya Berkley
  • Jamya Dashawn Berkley

View on SEC IAPD

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