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Carleton Wesley Mcdonald

J.P. Morgan Securities LLC

Greensboro, NC

Greensboro, NC

Greensboro, NC

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-27
TX RA APPROVED 2023-11-16
  • NC RA
    APPROVED
    Since 2023-11-27
  • TX RA
    APPROVED
    Since 2023-11-16

Branch Locations

1501 Westover Ter, Greensboro, NC 27408 • United States

435 Pisgah Church Rd, Greensboro, NC 27455 • United States

1610 New Garden Rd, Greensboro, NC 27410 • 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
Charles Schwab & Co., Inc. Phoenix AZ 12/2009 10/2023
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 12/2009 10/2023
J.P. Morgan Securities Llc Greensboro NC 11/2023 Present
Jpmorgan Chase Bank, N.A. Greensboro NC 11/2023 Present
  • 12/2009 → 10/2023
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2009 → 10/2023
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 11/2023 → Present
    J.P. Morgan Securities Llc
    Greensboro, NC
  • 11/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-18
S63 Uniform Securities Agent State Law Examination 2010-04-02
  • S66 Uniform Combined State Law Examination
    2011-07-18
  • S63 Uniform Securities Agent State Law Examination
    2010-04-02
Other Names
  • Carlton W Mcdonald
  • Carlston W Mcdonald

View on SEC IAPD

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