James W. Boyle

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

• 03/2013 → 09/2017
  Jpmorgan Securities Llc
  Chappaqua, NY
• 09/2017 → Present
  Jpmorgan Securities Llc
  Petersburg, FL

Previous Registrations

• 2009-06-01 → 2013-04-05
  Morgan Stanley
  Purchase, NY
  Wilton, CT
  Stamford, CT
  Purchase, NY
  Poughkeepsie, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wilton, CT
  Westport, CT
• 2006-11-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Westport, CT
• 2004-03-09 → 2006-11-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT
  Fairfield, CT
• 1998-10-06 → 2004-04-02
  Ubs Financial Services Inc.
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-18
• S63 Uniform Securities Agent State Law Examination
  1998-08-11

Other Names

• James William Boyle