Megan Cherie Boston Wood

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

• 08/2026 → Present
  J.P. Morgan Securities Llc
  Sun City Center, FL
• 08/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Sun City Center, FL
• 03/2022 → 07/2026
  Fifth Third Bank
  Parrish, FL
• 10/2021 → 03/2022
  The Roots Health Centers
  Lakewood Ranch, FL
• 05/2019 → 10/2021
  Dogperfect
  Lakewood Ranch, FL
• 11/2018 → 04/2019
  Sarasota Orthopedic Associates
  Sarasota, FL
• 03/2018 → 11/2018
  Intercoastal Medical Group Inc.
  Sarasota, FL
• 06/2014 → 02/2018
  At&T
  Venice, FL

Previous Registrations

• 2025-11-03 → 2026-08-14
  Fifth Third Securities, Inc.
  Parrish, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-31
• S63 Uniform Securities Agent State Law Examination
  2025-08-18

Other Names

• Megan Cherie Boston
• Megan Cherie Olson
• Megan Boston Wood