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Evan David Schmidt

J.P. Morgan Securities LLC

Westerville, OH

Gahanna, OH

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-10
OH RA APPROVED 2024-04-09
  • TX RA
    APPROVED
    Since 2024-04-10
  • OH RA
    APPROVED
    Since 2024-04-09

Branch Locations

370 S Cleveland Ave, Westerville, OH 43081 • United States

Gahanna, OH • 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 Westerville OH 10/2022 Present
Tbf Financial, Llc Highwood IL 04/2021 10/2022
Unemployed Arlington Heights IL 08/2016 05/2017
Junk Remedy Lake Zurich IL 05/2017 08/2017
Unemployed Arlington Heights IL 08/2017 05/2018
Junk Remedy Lake Zurich IL 05/2018 08/2018
Unemployed Arlington Heights IL 08/2018 01/2019
Junk Remedy Lake Zurich IL 01/2019 01/2019
Unemployed Arlington Heights IL 01/2019 06/2019
Andres Medical Billing Arlington Heights IL 06/2019 07/2019
Unemployed Arlington Heights IL 07/2019 01/2020
Junk Remedy Lake Zurich IL 01/2020 01/2020
Unemployed Arlington Heights IL 01/2020 04/2021
  • 10/2022 → Present
    J.P. Morgan Securities Llc
    Westerville, OH
  • 04/2021 → 10/2022
    Tbf Financial, Llc
    Highwood, IL
  • 08/2016 → 05/2017
    Unemployed
    Arlington Heights, IL
  • 05/2017 → 08/2017
    Junk Remedy
    Lake Zurich, IL
  • 08/2017 → 05/2018
    Unemployed
    Arlington Heights, IL
  • 05/2018 → 08/2018
    Junk Remedy
    Lake Zurich, IL
  • 08/2018 → 01/2019
    Unemployed
    Arlington Heights, IL
  • 01/2019 → 01/2019
    Junk Remedy
    Lake Zurich, IL
  • 01/2019 → 06/2019
    Unemployed
    Arlington Heights, IL
  • 06/2019 → 07/2019
    Andres Medical Billing
    Arlington Heights, IL
  • 07/2019 → 01/2020
    Unemployed
    Arlington Heights, IL
  • 01/2020 → 01/2020
    Junk Remedy
    Lake Zurich, IL
  • 01/2020 → 04/2021
    Unemployed
    Arlington Heights, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
S63 Uniform Securities Agent State Law Examination 2023-02-14
  • S66 Uniform Combined State Law Examination
    2024-04-06
  • S63 Uniform Securities Agent State Law Examination
    2023-02-14
Other Names
  • Evan Schmidt

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
LPL FINANCIAL LLC · Westerville, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WESTERVILLE, OH

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