Shakay Simpson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 10/2022
  Morgan Stanley
  New York, NY
• 06/2021 → 08/2021
  Pepsico
  Wayne, NJ
• 05/2018 → 08/2018
  Farmers Insurance: Lyuba Lockett Agency
  Boonton, NJ
• 08/2017 → 10/2019
  Westmount Country Club
  Woodland Park, NJ
• 07/2017 → 12/2018
  Gerald A Pinney Inc Dba Jerry's Shell
  Lincoln Park, NJ
• 05/2018 → 12/2021
  The Pennsylvania State University
  University Park, PA
• 11/2015 → 06/2017
  Unemployed
  Lincoln Park, NJ
• 01/2022 → 07/2022
  Unemployed
  Lincoln Park, NJ
• 03/2023 → 11/2025
  Morgan Stanley
  Morristown, NJ
• 11/2022 → 02/2023
  Unemployed
  Lincoln Park, NJ
• 11/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2023-11-06 → 2025-11-17
  Morgan Stanley
  Morristown, NJ

Other Businesses

Effective 11/17/2025 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

• S66 Uniform Combined State Law Examination
  2023-11-03
• S63 Uniform Securities Agent State Law Examination
  2022-09-13

Other Names

• Symôna Simpson
• Shakay S Simpson
• Shakay Symôna Simpson