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Billy Elmer

J.P. Morgan Securities LLC

Chino Valley, AZ

CRD 6276600

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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
TX RA APPROVED 2024-06-18
AZ RA APPROVED 2023-03-07
  • TX RA
    APPROVED
    Since 2024-06-18
  • AZ RA
    APPROVED
    Since 2023-03-07

Branch Locations

31 Butterfield Road, Chino Valley, AZ 86323 • 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
Jp Morgan Securities Llc Sedona AZ 11/2013 03/2023
Jp Morgan Chase Bank Sedona AZ 10/2015 03/2023
Jp Morgan Securities Llc Chino Valley AZ 04/2023 Present
Jp Morgan Chase Bank Na Chino Valley AZ 04/2023 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
S63 Uniform Securities Agent State Law Examination 2014-03-07
  • S66 Uniform Combined State Law Examination
    2023-02-21
  • S63 Uniform Securities Agent State Law Examination
    2014-03-07
Other Names
  • William Gregory Elmer
  • Billy Gregory Elmer

View on SEC IAPD

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