Johnny C. Copeland

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

• 06/2013 → 10/2021
  Wells Fargo Bank, Na
  Shrub Oak, NY
• 02/2017 → 10/2021
  Wells Fargo Clearing Services, Llc
  Shrub Oak, NY
• 08/2016 → 12/2018
  Baruch College
  New York, NY
• 11/2021 → Present
  J.P. Morgan Securities Llc
  Mohegan Lake, NY
• 11/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Mohegan Lake, NY

Previous Registrations

• 2021-06-22 → 2021-11-05
  Wells Fargo Clearing Services, Llc
  Armonk, NY
  Shrub Oak, NY
  White Plains, NY
  Shrub Oak, NY
  Yorktown Heights, NY
  Purchase, NY
  Croton On Hudson, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2017-05-13

Other Names

• Johnny Copeland
• Johnny Clyde Copeland