Best Investors Account Sign in

Meghan Quinn White

J.P. Morgan Securities LLC

New York, NY

CRD 7141375

Claim This Profile
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
TX RA APPROVED 2022-11-17
NY RA APPROVED 2022-07-07
  • TX RA
    APPROVED
    Since 2022-11-17
  • NY RA
    APPROVED
    Since 2022-07-07

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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
Goldman Sachs & Co Llc Philadelphia PA 06/2020 04/2022
Villanova University Villanova PA 08/2016 05/2020
Rbc Capital Markets New York NY 06/2019 08/2019
Ayco, A Goldman Sachs Company Parsippany NJ 05/2018 08/2018
Cocoaplant Sonoma CA 05/2017 07/2017
Jpmorgan Chase Bank Na New York NY 05/2022 Present
Jpmorgan Securities Llc New York NY 05/2022 Present
  • 06/2020 → 04/2022
    Goldman Sachs & Co Llc
    Philadelphia, PA
  • 08/2016 → 05/2020
    Villanova University
    Villanova, PA
  • 06/2019 → 08/2019
    Rbc Capital Markets
    New York, NY
  • 05/2018 → 08/2018
    Ayco, A Goldman Sachs Company
    Parsippany, NJ
  • 05/2017 → 07/2017
    Cocoaplant
    Sonoma, CA
  • 05/2022 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 05/2022 → Present
    Jpmorgan Securities Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Other Names
  • Meghan Quinn White

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor