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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-04-07
TX RA APPROVED 2020-04-07
  • MD RA
    APPROVED
    Since 2020-04-07
  • TX RA
    APPROVED
    Since 2020-04-07

Branch Locations

147 Robert Crain Hwy Southwest, Bowie, MD 20716 • United States

15509 Annapolis Rd, Bowie, MD 20715 • United States

2031 Saint Josephs Dr, Bowie, MD 20721 • 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
Simply Elegant Catering Pikesville MD 04/2010 02/2024
Morgan Stanley Baltimore MD 05/2016 03/2020
Jpmorgan Chase Bank, N.A. Baltimore MD 03/2020 Present
Jp Morgan Securities, Llc Baltimore MD 03/2020 Present
  • 04/2010 → 02/2024
    Simply Elegant Catering
    Pikesville, MD
  • 05/2016 → 03/2020
    Baltimore, MD
  • 03/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Baltimore, MD
  • 03/2020 → Present
    Baltimore, MD
Previous Registrations
  • 2013-10-08 → 2020-03-09
    Sarasota, FL
    South Jordan, UT
    Washington, DC
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-04
  • S66 Uniform Combined State Law Examination
    2013-10-04
Other Names
  • Jessica Amanda Clowney
  • Jessica Clowney-Brown

View on SEC IAPD

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