Charles T. Webster

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

• 08/2005 → Present
  Napa Golf Course
  Napa, CA
• 04/2016 → Present
  Jpmorgan Securities Llc
  Napa, CA
• 04/2016 → Present
  Jpmorgan Chase Bank
  Napa, CA

Previous Registrations

• 2013-07-25 → 2016-04-21
  Morgan Stanley
  San Rafael, CA
  San Rafael, CA
  Napa, CA

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: NAPA GOLF COURSE POSITION: CLUB REPAIR TECH START DATE: 8/1/2005 ADDRESS: 2295 Napa, CA DETAILS: REPAIR GOLF CLUBS FOR THE PATRONS OF THE GOLF COURSE ON AN AS NEEDED BASIS. WWW.PLAYNAPA.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 4-10 HOURS PER MONTH HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2013-07-25

Other Names

• Charles Thomas Webster