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Savanah Caires

J.P. Morgan Securities LLC

Irvine, CA

CRD 8157569

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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 2025-11-24
TX RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-24

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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
Jpmorgan Chase Bank, N.A. Irvine CA 07/2023 Present
J.P. Morgan Securities Llc Irvine CA 09/2025 Present
The Boeing Company Pleasanton CA 06/2022 08/2022
University Of Washington Seattle WA 09/2019 03/2023
Unemployed Pleasanton CA 09/2015 08/2019
Unemployed Pleasanton CA 04/2023 06/2023
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 09/2025 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 06/2022 → 08/2022
    The Boeing Company
    Pleasanton, CA
  • 09/2019 → 03/2023
    University Of Washington
    Seattle, WA
  • 09/2015 → 08/2019
    Unemployed
    Pleasanton, CA
  • 04/2023 → 06/2023
    Unemployed
    Pleasanton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24
Other Names
  • Savanah Caires
  • Savanah Grace Caires

View on SEC IAPD

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