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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
GA RA APPROVED 2015-11-24
LA RA APPROVED 2015-11-20
NC RA APPROVED 2015-11-20
OH RA APPROVED 2015-11-20
TX RA APPROVED 2015-11-20
  • GA RA
    APPROVED
    Since 2015-11-24
  • LA RA
    APPROVED
    Since 2015-11-20
  • NC RA
    APPROVED
    Since 2015-11-20
  • OH RA
    APPROVED
    Since 2015-11-20
  • TX RA
    APPROVED
    Since 2015-11-20

Branch Locations

3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States

Austin, TX • 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
J.P. Morgan Securities Llc Atlanta GA 11/2015 Present
Jpmorgan Chase Bank, N.A. Atlanta GA 11/2015 Present
Gymcrew Orlando FL 12/2019 01/2020
Beam Queen Bootcamp Atlanta GA 12/2019 Present
Worley Bsd, Inc St Cloud FL 01/2018 Present
  • 11/2015 → Present
    Atlanta, GA
  • 11/2015 → Present
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 12/2019 → 01/2020
    Gymcrew
    Orlando, FL
  • 12/2019 → Present
    Beam Queen Bootcamp
    Atlanta, GA
  • 01/2018 → Present
    Worley Bsd, Inc
    St Cloud, FL
Previous Registrations
  • 2014-12-19 → 2015-12-17
    Credit Suisse Securities (Usa) Llc
    Atlanta, GA
Other Businesses

Entity Name: Ambitchous LLC Investment related: Yes Address: This is a non-operating family LLC to hold personal investments. The address is my mother's home address: 1424 LAKE FLORENCE WAY, WINTER PARK, FL, 32792-8100, UNITED STATES OF AMERICA Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 04/14/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a non-operating family LLC to hold personal investments with my Mom. I have 50% ownership with my mother. We have made zero investments to date as the entity was just formed last week. The plan is only to purchase investments for this entity through JPMorgan. JPMorgan will hold the only account related to this entity. Entity Name: Georgia Gymnastics Investment related: No Address: https://www.georgiagymnasticscamp.com/ Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 06/24/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This role is in no way related to my role at JPMA. There is no connection. I would serve as a gymnastics clinician coaching young gymnast for a UGA Gymnastics camp for 3 days during the summer. Friday-Sunday. No other time commitments. Entity Name: Worley BSD, INC Investment related: No Address: 5652 St. Cloud FL Nature of the other business: WORLEY BSD, INC. is the entity that owns two Ubreakifix franchise stores. Position/Title/Relationship: Partial Owner, Passive Investor Start Date: 04-Jan-2018 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have no operational responsibilities. I am simply a silent investor in a family entity with my oldest brother who runs everything and makes all daily decisions. Entity Name: Beam Queen Bootcamp Investment related: No Address: No Address https://www.beamqueenbootcamp.com Nature of the other business: Gymnastics camp with a sole focus on helping young gymnasts on the balance beam. Position/Title/Relationship: Beam Clinician Start Date: 07-Dec-2019 Approximate # of hours a month: 8 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Two-day, traveling gymnastics event, focusing on skills, drills, and body movement for the balance beam. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-17
  • S66 Uniform Combined State Law Examination
    2014-12-17
Other Names
  • Shayla Worley
  • Shayla Justine Worley

View on SEC IAPD

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