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Jamie E. Poulos

J.P. Morgan Securities LLC

Oak Creek, WI

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-10
WI RA APPROVED 2024-04-10
  • TX RA
    APPROVED_RES
    Since 2024-04-10
  • WI RA
    APPROVED
    Since 2024-04-10

Branch Locations

7980 S. Howell Ave., Oak Creek, WI 53154 • 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
Wells Fargo Bank N.a. Darien CT 01/2013 01/2021
Allspring Global Investments Menomonee Falls WI 01/2021 03/2024
J.P. Morgan Securities Llc Oak Creek WI 04/2024 Present
Jpmorgan Chase Bank, N.A. Oak Creek WI 04/2024 Present
  • 01/2013 → 01/2021
    Wells Fargo Bank N.a.
    Darien, CT
  • 01/2021 → 03/2024
    Allspring Global Investments
    Menomonee Falls, WI
  • 04/2024 → Present
    J.P. Morgan Securities Llc
    Oak Creek, WI
  • 04/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Oak Creek, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-07
S63 Uniform Securities Agent State Law Examination 2014-06-11
  • S66 Uniform Combined State Law Examination
    2017-02-07
  • S63 Uniform Securities Agent State Law Examination
    2014-06-11
Other Names
  • Jamie Elizabeth Poulos
  • Jamie E Poulos

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · OAK CREEK, WI
CHARLES SCHWAB & CO., INC. · Oak Creek, WI
EDWARD JONES · OAK CREEK, WI
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OSAIC WEALTH, INC. · OAK CREEK, WI
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