Spencer Erdman

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

• 09/2022 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 05/2018 → 06/2022
  Penn State Health
  Enola, PA
• 07/2015 → 07/2021
  Pennsylvania Army National Guard
  Sellersville, PA
• 06/2017 → 05/2018
  Papa Johns
  Millersburg, PA
• 07/2022 → 08/2022
  Unemployed
  Millersburg, PA
• 01/2026 → Present
  Legacy Equine And Livestock Farms
  Sutherland Springs, TX

Other Businesses

Entity Name: Legacy Equine and Livestock Farms Investment related: No Address: Private Residence Nature of the other business: Livestock Farm Position/Title/Relationship: Owner/Partner Start Date: 01/01/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Raising livestock to process and sell, horse boarding, riding lessons, and other equine activities. The activities are not similar or connected in any way to JPMorgan Chase. This business will be run with my wife who is also an employee.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-19
• S63 Uniform Securities Agent State Law Examination
  2022-12-30

Other Names

• Spencer E Erdman