Chelsea Walters

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-21
WA	RA	APPROVED	2025-11-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Bellevue	WA	11/2025	Present
Jpmorgan Chase Bank, N.A.	Bellevue	WA	11/2025	Present
Morgan Stanley	Tacoma	WA	07/2023	10/2025
Unemployed	Tacoma	WA	06/2023	07/2023
Nationwide Mutual Ins Co	Lakewood	WA	09/2021	05/2023
Bank Of America	Tacoma	WA	09/2017	09/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tacoma	WA	09/2017	09/2021
Wells Fargo	Seattle	WA	01/2011	09/2017

11/2025 → Present

J.P. Morgan Securities Llc

Bellevue, WA
11/2025 → Present

Jpmorgan Chase Bank, N.A.

Bellevue, WA
07/2023 → 10/2025

Morgan Stanley

Tacoma, WA
06/2023 → 07/2023

Unemployed

Tacoma, WA
09/2021 → 05/2023

Nationwide Mutual Ins Co

Lakewood, WA
09/2017 → 09/2021

Bank Of America

Tacoma, WA
09/2017 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tacoma, WA
01/2011 → 09/2017

Wells Fargo

Seattle, WA

2023-07-20 → 2025-10-20

Morgan Stanley

Tacoma, WA

Olympia, WA
2021-12-09 → 2023-06-01

Nationwide Investment Advisors, Llc

Columbus, OH
2017-11-17 → 2021-08-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tacoma, WA
2014-12-03 → 2017-09-26

Wells Fargo Clearing Services, Llc

Auburn, WA

Seattle, WA

Seattle, WA

Seattle, WA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-12-02
S63	Uniform Securities Agent State Law Examination	2014-11-13

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