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William Read

J.P. Morgan Securities LLC

Baton Rouge, LA

CRD 8135781

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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
LA RA APPROVED 2025-08-25
TX RA APPROVED 2025-08-23
  • LA RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED
    Since 2025-08-23

Branch Locations

451 Florida St Floor 6, Suite 625, Baton Rouge, LA 70801 • 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 Baton Rouge LA 07/2025 Present
Jpmorgan Chase Bank, N.A. Baton Rouge LA 07/2025 Present
Read Eye Center Monroe LA 08/2016 06/2025
Chaffe And Associates New Orleans LA 05/2024 12/2024
Battery Ventures San Francisco CA 01/2024 04/2024
Intermountain Management Monroe LA 05/2023 08/2023
Breithaupt, Dubos & Wolleson, Llc Monroe LA 05/2022 07/2022
  • 07/2025 → Present
    Baton Rouge, LA
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Baton Rouge, LA
  • 08/2016 → 06/2025
    Read Eye Center
    Monroe, LA
  • 05/2024 → 12/2024
    Chaffe And Associates
    New Orleans, LA
  • 01/2024 → 04/2024
    Battery Ventures
    San Francisco, CA
  • 05/2023 → 08/2023
    Intermountain Management
    Monroe, LA
  • 05/2022 → 07/2022
    Breithaupt, Dubos & Wolleson, Llc
    Monroe, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
  • S66 Uniform Combined State Law Examination
    2025-08-22
Other Names
  • William Durham Read

View on SEC IAPD

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