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Christopher Merrifield

J.P. Morgan Securities LLC

Walnut Creek, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-19
TX RA APPROVED_RES 2025-03-19
  • CA RA
    APPROVED
    Since 2025-03-19
  • TX RA
    APPROVED_RES
    Since 2025-03-19

Branch Locations

1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • 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
First Republic Securities Company, Llc Palo Alto CA 01/2013 06/2023
First Republic Investment Management, Inc. Palo Alto CA 01/2013 06/2023
Flagstar Advisors Beverly Hills CA 06/2023 03/2025
Jpmorgan Chase Bank, N.A. Walnut Creek CA 03/2025 Present
J.P. Morgan Securities Llc Walnut Creek CA 03/2025 Present
  • 01/2013 → 06/2023
    First Republic Securities Company, Llc
    Palo Alto, CA
  • 01/2013 → 06/2023
    First Republic Investment Management, Inc.
    Palo Alto, CA
  • 06/2023 → 03/2025
    Flagstar Advisors
    Beverly Hills, CA
  • 03/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Walnut Creek, CA
  • 03/2025 → Present
    J.P. Morgan Securities Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-18
S65 Uniform Investment Adviser Law Examination 1997-07-17
S63 Uniform Securities Agent State Law Examination 1997-07-10
  • S66 Uniform Combined State Law Examination
    2008-11-18
  • S65 Uniform Investment Adviser Law Examination
    1997-07-17
  • S63 Uniform Securities Agent State Law Examination
    1997-07-10
Other Names
  • Chris C Merrifield
  • Christopher Clark Merrifield
  • Chris Merrifield

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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