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Alyssa Leona Schenker

J.P. Morgan Securities LLC

Chicago, IL

CRD 7149199

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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
IL RA APPROVED 2024-04-09
TX RA APPROVED 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09
  • TX RA
    APPROVED
    Since 2024-04-09

Branch Locations

10 S Dearborn St Floor 09, Chicago, IL 60603 • 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
Jpmorgan Chase Bank Na Chicago IL 07/2019 Present
Jpmorgan Securities Llc Chicago IL 07/2019 Present
Northshore Country Club Mequon WI 05/2016 09/2016
Unemployed Madison WI 09/2016 05/2017
Seaport Global Securities New York NY 06/2017 07/2017
Unemployed Madison WI 08/2017 05/2018
Jpmorgan Chase Bank, N.A. Chicago IL 05/2018 08/2018
Unemployed Madison WI 08/2018 07/2019
  • 07/2019 → Present
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 07/2019 → Present
    Jpmorgan Securities Llc
    Chicago, IL
  • 05/2016 → 09/2016
    Northshore Country Club
    Mequon, WI
  • 09/2016 → 05/2017
    Unemployed
    Madison, WI
  • 06/2017 → 07/2017
    Seaport Global Securities
    New York, NY
  • 08/2017 → 05/2018
    Unemployed
    Madison, WI
  • 05/2018 → 08/2018
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 08/2018 → 07/2019
    Unemployed
    Madison, WI
Other Businesses

Entity Name: Children's Research Fund Junior Board Investment related: N Address: Chicago, IL http://foundation.luriechildrens.org/site/PageServer?pagename=crfjb_new_home Nature of the other business: Research Position/Title/Relationship: Board Member Start Date: 01/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Since 1992, the Children's Research Fund Junior Board has been passionate about advancing discovery into new and more effective treatments for childhood diseases. I will be a part of the event planning team. John Dana (current JPM employee / co worker) is the Co - Chair of the CRF Junior Board.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16

View on SEC IAPD

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