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Montgomery John Milburn

J.P. Morgan Securities LLC

West Chester, OH

Florence, KY

CRD 6339471

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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
KY RA APPROVED 2022-04-25
TX RA APPROVED 2018-10-22
OH RA APPROVED 2018-10-04
  • KY RA
    APPROVED
    Since 2022-04-25
  • TX RA
    APPROVED
    Since 2018-10-22
  • OH RA
    APPROVED
    Since 2018-10-04

Branch Locations

7722 Cox Lane, West Chester, OH 45069 • United States

8480 U.S. 42, Florence, KY 41042 • 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
Jpmorgan Chase Bank West Chester OH 05/2016 07/2017
Jpmorgan Securities Llc West Chester OH 05/2016 09/2018
Crescent Cov Properties, Llc Covington KY 02/2018 01/2019
Jp Morgan Chase Bank, N.A. West Chester OH 07/2017 09/2018
Jpmorgan Chase Bank, Na Mason OH 09/2018 Present
Jp Morgan Securities Llc Mason OH 09/2018 Present
No Name As Of Yet Fort Thomas KY 05/2024 09/2025
  • 05/2016 → 07/2017
    Jpmorgan Chase Bank
    West Chester, OH
  • 05/2016 → 09/2018
    Jpmorgan Securities Llc
    West Chester, OH
  • 02/2018 → 01/2019
    Crescent Cov Properties, Llc
    Covington, KY
  • 07/2017 → 09/2018
    Jp Morgan Chase Bank, N.A.
    West Chester, OH
  • 09/2018 → Present
    Jpmorgan Chase Bank, Na
    Mason, OH
  • 09/2018 → Present
    Jp Morgan Securities Llc
    Mason, OH
  • 05/2024 → 09/2025
    No Name As Of Yet
    Fort Thomas, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
S63 Uniform Securities Agent State Law Examination 2014-07-08
  • S66 Uniform Combined State Law Examination
    2018-09-28
  • S63 Uniform Securities Agent State Law Examination
    2014-07-08
Other Names
  • Monty Milburn
  • Montgomery John Milburn
  • Montgomery John Milburn
  • Montgomery John Milburn

View on SEC IAPD

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