Valricia Roshell Mccloud

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

• 02/2008 → 09/2024
  Jpmorgan Chase Bank, N.A.
  Crowley, TX
• 01/2019 → 04/2019
  Holiday Inn Express
  Fort Worth, TX
• 04/2019 → 09/2024
  Jpmorgan Securities, Llc
  Crowley, TX
• 01/2019 → 01/2019
  Papa John's
  Fort Worth, TX
• 09/2024 → Present
  Jpmorgan Securities Llc
  Fort Worth, TX
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A
  Fort Worth, TX

Other Businesses

Entity Name: Firebank Investment related: No Address: Private Residence Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 10/13/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner of a catering company

Exams

• S66 Uniform Combined State Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2019-07-31

Other Names

• Valricia Roshell Brooks
• Valricia Mccloud
• Valricia Brooks
• Valricia R Brooks
• Val R Mccloud
• Valricia R Mccloud