Scott E Price

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

• 05/2012 → 04/2017
  First Republic Securities Company
  Boston, MA
• 04/2017 → 10/2023
  First Republic Securities Company, Llc
  Boston, MA
• 04/2017 → Present
  First Republic Investment Management, Inc.
  Boston, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2012-06-12 → 2025-03-19
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
• 2010-01-26 → 2012-04-16
  Leerink Partners Llc
  Boston, MA
• 2009-03-09 → 2010-02-10
  Credit Suisse Securities (Usa) Llc
  Boston, MA
  Boston, MA

Other Businesses

Name: Children's Center for Communications Address: Beverly, MA Investment-related: No Nature of the business: non-profit school for children with severe communication disorders Role: Trustee Start Date: June 1, 2000 Description of duties: duties related to Trustee role Number of hours each month: 1 hour Number of hours during trading: None

Exams

• S66 Uniform Combined State Law Examination
  2009-03-05
• S63 Uniform Securities Agent State Law Examination
  1981-02-26

Other Names

• Scott Edward Price