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Shawn Zimmermann

J.P. Morgan Securities LLC

New York, NY

CRD 7539180

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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
TX RA APPROVED 2022-11-16
NY RA APPROVED 2022-07-08
  • TX RA
    APPROVED
    Since 2022-11-16
  • NY RA
    APPROVED
    Since 2022-07-08

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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, Na New York NY 04/2022 Present
Jpmorgan Securities Llc New York NY 04/2022 Present
Nyu Langone Health New York NY 02/2021 03/2022
Johnstone Supply Kenilworth NJ 06/2013 12/2020
Villanova University Villanova PA 09/2018 02/2020
Jjm Packaging Totowa NJ 06/2019 07/2019
Unemployed Far Hills NJ 01/2021 01/2021
  • 04/2022 → Present
    Jpmorgan Chase Bank, Na
    New York, NY
  • 04/2022 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 02/2021 → 03/2022
    Nyu Langone Health
    New York, NY
  • 06/2013 → 12/2020
    Johnstone Supply
    Kenilworth, NJ
  • 09/2018 → 02/2020
    Villanova University
    Villanova, PA
  • 06/2019 → 07/2019
    Jjm Packaging
    Totowa, NJ
  • 01/2021 → 01/2021
    Unemployed
    Far Hills, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2022-07-08
Other Names
  • Shawn Zimmermann
  • Shawn Patrick Zimmermann

View on SEC IAPD

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