Shelby Hallford

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

• 09/2008 → Present
  Nawgj
  Vancouver, WA
• 06/2026 → Present
  J.P. Morgan Securities Llc
  San Diego, CA
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 10/2019 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norco, CA
• 10/2019 → 05/2026
  Bank Of America
  Norco, CA
• 06/2019 → 10/2019
  Bosco Legal Services, Inc
  Riverside, CA
• 06/2010 → 05/2019
  Girls Inc Of Greater Santa Barbara
  Santa Barbara, CA

Previous Registrations

• 2021-01-13 → 2026-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corona, CA
  Norco, CA
  New York, NY
  Norco, CA
  Corona, CA
  Riverside, CA
  Corona, CA
  Eastvale, CA
  Riverside, CA
  Corona, CA
  Norco, CA
  Corona, CA
  Portland, OR
  Sacramento, CA
  Portland, OR
  Portland, OR
  Scottsdale, AZ
  Portland, OR

Other Businesses

Entity Name: National Association of Women's Gymnastics Judging Investment related: No "Address: nawgj.org No set address, although mail can be directed to the NAWGJ secretary at Castle Rock, WA" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I judge competitive gymnastics. My responsibilities include travelling to competition locations, knowing the rule books, and judging individual apparatus at gymnastics competitions from beginner through level 10. This is seasonal and on weekends, with some larger events including "long" weekends and a Thursday or Friday. I typically judge 3-5 events every January - May competitive season.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-12

Other Names

• Shelby Hallford
• Shelby M Hallford