Michelle Runyon

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

• 05/2010 → 10/2017
  Wells Fargo Bank Na
  Walnut Creek, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Walnut Creek, CA
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 10/2017 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 10/2017 → Present
  Jpmorgan Securities, Llc.
  San Francisco, CA
• 08/2018 → 08/2024
  Nasdaq Entrepreneurial Center
  San Francisco, CA

Previous Registrations

• 2011-01-03 → 2017-10-27
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Walnut Creek, CA
  Charlotte, NC
  Minneapolis, MN
• 2010-05-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Walnut Creek, CA
• 2009-10-23 → 2010-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2009-03-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-03-24

Other Names

• Michelle J Runyon
• Michelle Jacqueline Runyon