Shamarr T. Prentice

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

• 10/2014 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 10/2014 → 12/2017
  Bank Of America, N.A.
  San Antonio, TX
• 01/2018 → 06/2020
  Frost Brokerage Services
  San Antonio, TX
• 01/2018 → 06/2020
  Frost Investment Services
  San Antonio, TX
• 08/2020 → Present
  Jpmorgan Securities Llc
  San Antonio, TX
• 08/2020 → Present
  Jpmorgan Chase Bank Na
  San Antonio, TX
• 07/2020 → 07/2020
  Unemployed
  San Antonio, TX

Previous Registrations

• 2018-01-17 → 2020-06-29
  Frost Investment Services
  San Antonio, TX
• 2014-12-19 → 2018-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  San Antonio, TX
  Austin, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2014-05-19 → 2014-10-21
  Edward Jones
  San Antonio, TX
  Castroville, TX
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-05-16

Other Names

• Shamarr Tyrique Everett
• Shamarr Tyrique Prentice
• Shamarr Tyrique Everett-Prentice
• Shamarr T Prentice