Jonathan Robert Stoller

J.P. Morgan Securities LLC

CRD 2255008

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-11-16
OH	RA	APPROVED	2022-01-28

TX RA
APPROVED

Since 2022-11-16
OH RA
APPROVED

Since 2022-01-28

Branch Locations

1300 E 9Th St Floor 18, Cleveland, OH 44114 • 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

Organization	City	State	From	To
Longbow Research	Independence	OH	04/2004	10/2018
Longbow Securities, Llc	Independence	OH	03/2006	10/2018
Jpmorgan Chase Bank Na	Cleveland	OH	10/2018	Present
Jpmorgan Securities Llc	Cleveland	OH	10/2018	Present

04/2004 → 10/2018

Longbow Research

Independence, OH
03/2006 → 10/2018

Longbow Securities, Llc

Independence, OH
10/2018 → Present

Jpmorgan Chase Bank Na

Cleveland, OH
10/2018 → Present

Jpmorgan Securities Llc

Cleveland, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-27
S63	Uniform Securities Agent State Law Examination	1992-07-24

S65 Uniform Investment Adviser Law Examination

2022-01-27
S63 Uniform Securities Agent State Law Examination

1992-07-24

Other Names

Jon Stoller
Jr Stoller

View on SEC IAPD

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