John Blue

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

• 02/2014 → 10/2016
  Fidelity Investments Institutional Services Company, Inc
  Westlake, TX
• 09/2018 → 05/2020
  J.P. Morgan Securities Llc
  New York, NY
• 09/2018 → 05/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2016 → 09/2018
  Td Ameritrade,Inc
  Fort Worth, TX
• 05/2020 → 01/2025
  Fidelity Brokerage Services
  New York, NY
• 01/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2020-08-24 → 2025-01-06
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2018-11-29 → 2020-05-13
  J.P. Morgan Securities Llc
  New York, NY
• 2016-11-22 → 2018-09-07
  Td Ameritrade, Inc.
  Westlake, TX
• 2016-11-22 → 2018-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-11-18
• S63 Uniform Securities Agent State Law Examination
  2014-03-28

Other Names

• Jd Blue
• John Daniel Blue
• John D Blue
• John Blue
• John D Blue
• John Blue
• John Daniel Blue