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Allison Angell

J.P. Morgan Securities LLC

Los Angeles, CA

Santa Barbara, CA

CRD 8024501

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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
CA RA APPROVED 2025-09-22
TX RA APPROVED 2025-09-22
  • CA RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

Branch Locations

2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States

1302 State Street, Santa Barbara, CA 93101 • 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
J.P. Morgan Securities Llc Santa Barbara CA 12/2024 Present
Jpmorgan Chase Bank, N.A. Santa Barbara CA 12/2024 Present
University Of California - Santa Barbara Santa Barbara CA 10/2020 06/2024
Unemployed Los Angeles CA 07/2024 11/2024
Unemployed Los Angeles CA 12/2014 09/2020
  • 12/2024 → Present
    J.P. Morgan Securities Llc
    Santa Barbara, CA
  • 12/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Santa Barbara, CA
  • 10/2020 → 06/2024
    University Of California - Santa Barbara
    Santa Barbara, CA
  • 07/2024 → 11/2024
    Unemployed
    Los Angeles, CA
  • 12/2014 → 09/2020
    Unemployed
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-20
Other Names
  • Allison Takako Angell

View on SEC IAPD

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Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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