O'ZEll Golden

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 01/2023 → 05/2026
  Ep Wealth Advisors
  Valencia, CA
• 08/2024 → 12/2024
  Electric7 Properties Llc
  Huntsville, TX
• 05/2022 → 12/2022
  Unemployed
  Chatsworth, CA
• 03/2021 → 04/2022
  Northwestern Mutual Wealth Management
  Milwaukee, WI
• 03/2018 → 03/2021
  Unionbanc Investment Services
  Glendale, CA
• 12/2017 → 02/2018
  Unemployed
  Pacoima, CA
• 10/2015 → 11/2017
  Edwards Jones Investments
  Granada Hills, CA

Previous Registrations

• 2023-03-23 → 2026-06-01
  Ep Wealth Advisors
  Valencia, CA
  Torrance, CA
• 2021-04-29 → 2022-04-26
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2018-03-22 → 2021-04-01
  U.S. Bancorp Advisors, Llc
  Glendale, CA
  Tempe, AZ
• 2016-02-19 → 2017-11-01
  Edward Jones
  Pacoima, CA
  St Louis, MO
  Valencia, CA
  Pacoima, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-23
• S66 Uniform Combined State Law Examination
  2015-12-22

Other Names

• Ozell Golden Jr
• Ozell Golden
• O'ZEll Golden
• O'ZEll Golden
• Ozell Golden