Best Investors Account Sign in

Carson David Ziegler

J.P. Morgan Securities LLC

Dallas, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-27
  • TX RA
    APPROVED
    Since 2024-02-27

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • 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
Jpmorgan Chase Bank Na Dallas TX 06/2020 Present
Jpmorgan Securities Llc Dallas TX 06/2020 Present
Six Mile Chophouse Lawrence KS 04/2020 06/2020
Jpmorgan Chase Dallas TX 05/2019 08/2019
Intrust Bank Lawrence KS 05/2018 08/2018
Intrust Bank Lawrence KS 05/2017 01/2018
Lawrence Country Club Lawrence KS 06/2013 08/2016
University Of Kansas Lawrence KS 08/2016 12/2019
Big Mill Lawrence KS 04/2020 06/2020
Louise's Downtown Lawrence KS 04/2020 06/2020
Unemployed Lawrence KS 12/2019 04/2020
  • 06/2020 → Present
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 06/2020 → Present
    Jpmorgan Securities Llc
    Dallas, TX
  • 04/2020 → 06/2020
    Six Mile Chophouse
    Lawrence, KS
  • 05/2019 → 08/2019
    Jpmorgan Chase
    Dallas, TX
  • 05/2018 → 08/2018
    Intrust Bank
    Lawrence, KS
  • 05/2017 → 01/2018
    Intrust Bank
    Lawrence, KS
  • 06/2013 → 08/2016
    Lawrence Country Club
    Lawrence, KS
  • 08/2016 → 12/2019
    University Of Kansas
    Lawrence, KS
  • 04/2020 → 06/2020
    Big Mill
    Lawrence, KS
  • 04/2020 → 06/2020
    Louise's Downtown
    Lawrence, KS
  • 12/2019 → 04/2020
    Unemployed
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-27
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S65 Uniform Investment Adviser Law Examination
    2024-02-27
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor