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Taylor Merritt Wallis

J.P. Morgan Securities LLC

Phoenix, AZ

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-16
AZ RA APPROVED 2023-12-14
  • TX RA
    APPROVED
    Since 2025-01-16
  • AZ RA
    APPROVED
    Since 2023-12-14

Branch Locations

4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • 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 Scottsdale AZ 01/2018 02/2023
Jpmorgan Securities Llc Scottsdale AZ 01/2018 02/2023
Aerotek Tempe AZ 09/2016 05/2017
Bank Of America/Merrill Lynch Chandler AZ 05/2017 12/2017
Morgan Stanley Phoenix AZ 02/2023 11/2023
Jpmorgan Chase Bank, Na Tempe AZ 11/2023 Present
Jpmorgan Securities Llc Tempe AZ 11/2023 Present
  • 01/2018 → 02/2023
    Jpmorgan Chase Bank Na
    Scottsdale, AZ
  • 01/2018 → 02/2023
    Jpmorgan Securities Llc
    Scottsdale, AZ
  • 09/2016 → 05/2017
    Aerotek
    Tempe, AZ
  • 05/2017 → 12/2017
    Bank Of America/Merrill Lynch
    Chandler, AZ
  • 02/2023 → 11/2023
    Morgan Stanley
    Phoenix, AZ
  • 11/2023 → Present
    Jpmorgan Chase Bank, Na
    Tempe, AZ
  • 11/2023 → Present
    Jpmorgan Securities Llc
    Tempe, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2018-04-13
Other Names
  • Taylor Wallis
  • Taylor Merritt Wallis

View on SEC IAPD

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