Adam Davis

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

• 08/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2014 → 08/2021
  Davis And Associates
  Columbia, MD
• 08/2013 → 12/2017
  The Walt Disney Company
  Lake Buena Vista, FL
• 06/2020 → 08/2020
  Jpmorgan Chase Bank Na
  Baltimore, MD

Other Businesses

Entity Name: Research Bookmark Investment related: No Address: researchbookmark.io Nature of the other business: Technology Position/Title/Relationship: Board Member Start Date: 12/19/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Research Bookmark is a repository of information, and a suite of training programs for UX professionals (software engineers). It was founded by two UX professionals that I know from my undergraduate institution. I have been asked to serve on the board. My role will be focused on strategic direction. Entity Name: Advancement Through Athletics Investment related: Y "Address: 2802 N Central Ave Suite D Indianapolis, IN 46205 www.atathletics.org" Nature of the other business: School Position/Title/Relationship: Board member Start Date: 10/25/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve on board of directors - provide guidance on organization finances and governance.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-22

Other Names

• Adam Matthew Davis
• Adam Davis