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Adam Carris

J.P. Morgan Securities LLC

New York, NY

CRD 8191319

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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
NY RA APPROVED 2025-12-22
TX RA APPROVED 2025-12-22
  • NY RA
    APPROVED
    Since 2025-12-22
  • TX RA
    APPROVED
    Since 2025-12-22

Branch Locations

270 Park Avenue, Floor 25 & 43, New York, NY 10017 • 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 New York NY 11/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 11/2025 Present
Mca Cross Border Advisors Burnaby 01/2024 08/2025
Scotia Wealth Management Vancouver 06/2017 08/2019
Mcgill University Montreal 09/2016 05/2017
Unemployed Coquitlam 09/2019 09/2019
Oceanfront Wealth Inc. Vancouver 10/2019 11/2023
Unemployed Burnaby 12/2023 12/2023
Unemployed Burnaby 09/2025 10/2025
  • 11/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 11/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 01/2024 → 08/2025
    Mca Cross Border Advisors
    Burnaby
  • 06/2017 → 08/2019
    Scotia Wealth Management
    Vancouver
  • 09/2016 → 05/2017
    Mcgill University
    Montreal
  • 09/2019 → 09/2019
    Unemployed
    Coquitlam
  • 10/2019 → 11/2023
    Oceanfront Wealth Inc.
    Vancouver
  • 12/2023 → 12/2023
    Unemployed
    Burnaby
  • 09/2025 → 10/2025
    Unemployed
    Burnaby
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
Other Names
  • Adam Carris
  • Adam Victor Carris

View on SEC IAPD

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