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Paul Adelson

J.P. Morgan Securities LLC

Boca Raton, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-01
TX RA APPROVED 2019-06-25
  • FL RA
    APPROVED
    Since 2019-07-01
  • TX RA
    APPROVED
    Since 2019-06-25

Branch Locations

240 E. Palmetto Park Rd., Boca Raton, FL 33432 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Springs FL 04/2017 10/2018
Wells Fargo Pompano Beach FL 09/2014 04/2017
Ameriprise Financial Services, Inc Boca Raton FL 02/2019 05/2019
Unemployed Pembroke Pines FL 11/2018 01/2019
Jpmorgan Chase Bank, N.A. Boca Raton FL 05/2019 Present
J.P. Morgan Securities Llc Boca Raton FL 05/2019 Present
  • 04/2017 → 10/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Coral Springs, FL
  • 09/2014 → 04/2017
    Wells Fargo
    Pompano Beach, FL
  • 02/2019 → 05/2019
    Ameriprise Financial Services, Inc
    Boca Raton, FL
  • 11/2018 → 01/2019
    Unemployed
    Pembroke Pines, FL
  • 05/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Boca Raton, FL
  • 05/2019 → Present
    J.P. Morgan Securities Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-14
  • S66 Uniform Combined State Law Examination
    2018-02-14
Other Names
  • Paul Adelson
  • Paul R Adelson
  • Paul Ryan Adelson

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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