Van Curtis Shell

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

• 08/2014 → 10/2018
  Morgan Stanley
  New York, NY
• 01/2015 → 10/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2018 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2018 → Present
  J.P. Morgan Securities Llc
  New York, NY

Previous Registrations

• 2014-08-26 → 2018-10-10
  Morgan Stanley
  New York, NY
• 2010-09-17 → 2014-09-05
  Citigroup Global Markets Inc.
  New York, NY
• 2003-01-17 → 2004-11-24
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 2002-07-26 → 2003-01-17
  Pershing Llc
  New York, NY

Other Businesses

Entity Name: Easterseals New Jersey Investment related: Yes Address: Easterseals New Jersey 241 Forsgate Dr., Jamesburg, NJ 08831 https://nj.easterseals.com/ Nature of the other business: Non-Profit Position/Title/Relationship: Board Member Start Date: 03/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Easterseals is a national 501(c)3 nonprofit organization that has helped children and adults with disabilities and special needs, live better lives for nearly a century. Operating in 21 counties throughout the state, Easterseals New Jersey offers a variety of disability services to help people with various special needs address life's challenges. I serve as Vice Chair and Head of The Fiscal (Finance & Investments) Committee. Entity Name: Easterseals New Jersey Investment related: Yes Address: Easterseals New Jersey 241 Forsgate Dr., Jamesburg, NJ 08831 | 732-257-6662 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/25/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Easterseals is a national 501(c)3 nonprofit organization that has helped children and adults with disabilities and special needs, live better lives for nearly a century. Operating in 21 counties throughout the state, Easterseals New Jersey offers a variety of disability services to help people with various special needs address life's challenges. I will serve on The Fiscal (Finance & Investments) Committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-01
• S63 Uniform Securities Agent State Law Examination
  1997-10-20

Other Names

• Van Shell
• Van Curtis Shell
• Van Curtis Shell
• Van Curtis Shell
• Van Curtis Shell Jr
• Van Shell