Emily Dale Pace

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

• 06/2015 → 08/2022
  Wells Fargo Bank, Na
  Denton, TX
• 04/2018 → 08/2022
  Wells Fargo Clearing Services, Llc
  Denton, TX
• 08/2012 → 07/2016
  Global Services
  Alvord, TX
• 08/2022 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 08/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 02/2019 → 04/2019
  Frilly's Bbq Smoke House
  Decatur, TX
• 03/2024 → 07/2025
  Pappyjacks Restaurant
  Springtown, TX
• 09/2025 → 01/2026
  Pappy Jacks
  Decatur, TX
• 03/2026 → Present
  Pappy Jacks
  Decatur, TX

Previous Registrations

• 2018-12-03 → 2022-08-09
  Wells Fargo Clearing Services, Llc
  Denton, TX
  Fort Worth, TX
  Decatur, TX
  Southlake, TX

Other Businesses

Entity Name: Pappy Jacks Investment related: No Address: Decatur, Tx Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 03/13/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Server Effective 8/1/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-03
• S63 Uniform Securities Agent State Law Examination
  2018-08-30

Other Names

• Emily Dale Atkinson
• Emily Dale Pace
• Emily Pace
• Emily Atkinson