Payton Anderson

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 05/2025 → 12/2025
  Unemployed
  Hamilton, MT
• 06/2022 → 04/2025
  Merrill Lynch
  Chandler, AZ
• 05/2022 → 05/2022
  Unemployed
  Mesa, AZ
• 02/2022 → 04/2022
  Celtic Elevator
  Mesa, AZ
• 12/2021 → 01/2022
  Wheelsonite Usa Inc
  Mesa, AZ
• 06/2020 → 11/2021
  Unemployed
  Missoula, MT
• 10/2019 → 05/2020
  Ministry Of Education
  Madrid
• 07/2017 → 10/2019
  The Resort At Paws Up
  Greenough, MT
• 05/2017 → 07/2017
  Tc Glass
  Missoula, MT
• 05/2015 → 05/2017
  The Resort At Paws Up
  Greenough, MT

Previous Registrations

• 2022-12-07 → 2025-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Riverside, RI
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-12-06

Other Names

• Payton Joel Anderson