Rebekah A. Beekie

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

• 02/2000 → 11/2016
  Wells Fargo Advisors, Llc
  Mission Viejo, CA
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Mission Viejo, CA
• 06/2021 → Present
  J.P. Morgan Securities Llc
  Newport Beach, CA
• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Newport Beach, CA

Previous Registrations

• 2017-06-21 → 2021-06-09
  Wells Fargo Clearing Services, Llc
  Mission Viejo, CA

Other Businesses

Effective 6/7/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-30
• S63 Uniform Securities Agent State Law Examination
  2017-05-30

Other Names

• Rebekah Anne Hungate
• Rebekah Anne Beekie