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Samuel George Messerly

J.P. Morgan Securities LLC

Lewis Center, OH

Upper Arlington, OH

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-20
TX RA APPROVED_RES 2025-02-20
  • OH RA
    APPROVED
    Since 2025-02-20
  • TX RA
    APPROVED_RES
    Since 2025-02-20

Branch Locations

8681 Columbus Pike, Lewis Center, OH 43035 • United States

3250 Tremont Road, Upper Arlington, OH 43221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 09/2019 07/2021
Unemployed Columbus OH 04/2019 08/2019
Benchmark By Kingspan Columbus OH 11/2015 03/2019
Bank Of America N.A. Columbus OH 09/2019 07/2021
Equitable Advisors Dba Mainstreet Financial Services New York NY 07/2021 02/2025
J.P. Morgan Securities Llc Upper Arlington OH 02/2025 Present
Jpmorgan Chase Bank, N.A. Upper Arlington OH 02/2025 Present
  • 09/2019 → 07/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Columbus, OH
  • 04/2019 → 08/2019
    Unemployed
    Columbus, OH
  • 11/2015 → 03/2019
    Benchmark By Kingspan
    Columbus, OH
  • 09/2019 → 07/2021
    Bank Of America N.A.
    Columbus, OH
  • 07/2021 → 02/2025
    Equitable Advisors Dba Mainstreet Financial Services
    New York, NY
  • 02/2025 → Present
    J.P. Morgan Securities Llc
    Upper Arlington, OH
  • 02/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Upper Arlington, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
  • S66 Uniform Combined State Law Examination
    2019-12-20
Other Names
  • Sam G Messerly
  • Samuel Messerly
  • Sam George Messerly

View on SEC IAPD

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