Evelyn Walker

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

• 04/2013 → 08/2018
  Jp Morgan Securities Llc
  Costa Mesa, CA
• 08/2009 → 08/2018
  Jp Morgan Chase Bank Na
  Costa Mesa, CA
• 08/2018 → 03/2021
  Union Bank
  Riverside, CA
• 09/2018 → 03/2021
  Unionbanc Investment Services, Llc
  Riverside, CA
• 03/2021 → 04/2022
  Wells Fargo Clearing Services, Llc
  Corona, CA
• 03/2021 → 04/2022
  Wells Fargo Bank, Na
  Corona, CA
• 04/2022 → Present
  J.P. Morgan Securities Llc
  Corona, CA
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Corona, CA
• 08/2018 → 03/2021
  Office Of The General Counsel Mufg Bank Ltd
  Corona, CA

Previous Registrations

• 2021-06-26 → 2022-05-10
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Corona, CA
  Yorba Linda, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-12-03

Other Names

• Evelyn Salgado
• Evelyn Salago