Coulter T Bostick

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

• 09/2024 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 06/2024 → 08/2024
  North Texas Community Foundation
  Fort Worth, TX
• 04/2018 → 02/2024
  Caldwell
  Dallas, TX
• 01/2002 → 11/2017
  Ray Partners, Inc.
  Fort Worth, TX
• 12/2017 → 03/2018
  Unemployed
  Fort Worth, TX
• 03/2024 → 05/2024
  Unemployed
  Fort Worth, TX
• 10/2023 → Present
  Tjtb Properties Llc
  Fort Worth, TX
• 05/2020 → Present
  Local Band
  Fort Worth, TX

Other Businesses

Entity Name: Local Band Investment related: No Address: Private Residence Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Local band. Infrequent, but ongoing. Entity Name: TJTB Properties LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Advisor/Officer Start Date: 10/04/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC established to manage family property.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-22

Other Names

• Coulter Bostick
• Coulter Timpson Bostick