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Carolyn Bell

J.P. Morgan Securities LLC

Pinellas Park, FL

Saint Petersburg, FL

CRD 7478229

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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
FL RA APPROVED 2025-11-03
CO RA APPROVED 2024-02-14
TX RA APPROVED 2024-02-14
  • FL RA
    APPROVED
    Since 2025-11-03
  • CO RA
    APPROVED
    Since 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

7360 Us Hwy 19 N, Pinellas Park, FL 33781 • United States

3740 4Th St N, Saint Petersburg, FL 33704 • 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 Pinellas Park FL 11/2021 Present
Jpmorgan Chase Bank, N.A. Pinellas Park FL 03/2021 Present
Streeter Dental Colorado Springs CO 10/2017 10/2020
Comfort Dental Peyton CO 08/2016 10/2017
Linda C Ludin Dds Pc Castle Rock CO 02/2021 03/2021
Unemployed Castle Rock CO 11/2020 01/2021
  • 11/2021 → Present
    J.P. Morgan Securities Llc
    Pinellas Park, FL
  • 03/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Pinellas Park, FL
  • 10/2017 → 10/2020
    Streeter Dental
    Colorado Springs, CO
  • 08/2016 → 10/2017
    Comfort Dental
    Peyton, CO
  • 02/2021 → 03/2021
    Linda C Ludin Dds Pc
    Castle Rock, CO
  • 11/2020 → 01/2021
    Unemployed
    Castle Rock, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07
Other Names
  • Carolyn Green
  • Carolyn Rae Green
  • Carolyn Bell
  • Carolyn Rae Bell

View on SEC IAPD

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Nearby Investors

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Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · PINELLAS PARK, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PINELLAS PARK, FL
PNC WEALTH MANAGEMENT LLC · Pinellas Park, FL

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