Best Investors Account Sign in

Shelley Rene Perone

J.P. Morgan Securities LLC

Springboro, OH

Columbus, OH

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-23
OH RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-23
  • OH RA
    APPROVED
    Since 2012-10-01

Branch Locations

15 Springwood Drive, Springboro, OH 45066 • United States

3401 Morse Xing, Floor 01, Columbus, OH 43219 • 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 Springboro OH 10/2012 Present
Jpmorgan Chase Bank, N.A. Springboro OH 03/2005 Present
Previous Registrations
  • 2007-10-05 → 2012-10-01
    Chase Investment Services Corp.
    Dayton, OH
    Piqua, OH
    Tipp City, OH
    Monroe, OH
    Fairfield, OH
    Chicago, IL
    Dayton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-26
  • S66 Uniform Combined State Law Examination
    2007-09-26
Other Names
  • Shelley R Gerhard
  • Shelley R Perone

View on SEC IAPD

Other Firms

FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
KIPLINGER WEALTH ADVISORS
EDWARD JONES
FINANCIAL COUNSELING, INC.
AXIM PLANNING & WEALTH
MT. RAINIER GROUP, LLC
THE CONNOR GROUP FUND MANAGER, LLC

Other Investors

KATHY KIRKMAN SPERRY
HOLLY REED BANFORD
Alyshia Webb
RICHARD SMITH
BRUCE ALLEN KRARUP
MICHAEL KENT THOMPSON
PAUL JACOB PURCELL
Douglas J Koogler

Other Offices

FIFTH THIRD SECURITIES, INC. · SPRINGBORO, OH
LPL FINANCIAL LLC · SPRINGBORO, OH
KIPLINGER WEALTH ADVISORS · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
FINANCIAL COUNSELING, INC. · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
KIPLINGER WEALTH ADVISORS · SPRINGBORO, OH
AXIM PLANNING & WEALTH · SPRINGBORO, OH

More in Springboro, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor