Scott Mcquistan

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

• 07/2020 → Present
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 05/2015 → 07/2020
  Bank Of America
  Seattle, WA
• 05/2015 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 07/2020 → Present
  Mcquistan
  Cedar Park, TX
• 11/2025 → Present
  Amara Vacation Retreats Llc
  Paradise Valley, AZ

Previous Registrations

• 2011-10-20 → 2020-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
  Scottsdale, AZ
  San Diego, CA
  Scottsdale, AZ
  Livermore, CA
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  San Jose, CA
  Bellevue, WA
  Bellevue, WA
  Boston, MA
• 2010-04-13 → 2011-09-26
  Morgan Stanley
  Phoenix, AZ

Other Businesses

Entity Name: Amara Vacation Retreats LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC to own a vacation secondary residence we will also rent as a vacation property when we're not using it. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: MCQUISTAN POSITION: GENERAL PARTNER START DATE: 7/31/2020 ADDRESS: 2304 Cedar Park, TX DETAILS: PURPOSE OF THE PARTNERSHIPS IS TO LOAN FUNDS TO IMMEDIATE MCQUISTAN FAMILY MEMBERS, PARTNERS ONLY, TO PURCHASE PRIMARY REAL ESTATE TRANSACTIONS AND IS COMPLETED THROUGH AN ATTORNEY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2010-03-31
• S63 Uniform Securities Agent State Law Examination
  2003-04-14

Other Names

• Scott W Mcquistan
• Scott William Mcquistan
• Scott Mcquistan