Best Investors Account Sign in

Anna Grace Stolz

J.P. Morgan Securities LLC

Charlotte, NC

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

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-12
TX RA APPROVED 2025-09-12
  • NC RA
    APPROVED
    Since 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-12

Branch Locations

4350 Congress Street Floor 01, Charlotte, NC 28209 • 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
Goldman Sachs Charlotte NC 07/2022 08/2025
Goldman Sachs Atlanta GA 06/2021 08/2021
Janney Montgomery Scott, Llc Atlanta GA 07/2019 07/2020
Kpmg, Llp New York NY 10/2017 07/2019
Unemployed New York NY 08/2016 09/2017
Unemployed Nashville TN 06/2022 06/2022
J.P. Morgan Securities Llc Charlotte NC 09/2025 Present
Jpmorgan Chase Bank, N.A. Charlotte NC 09/2025 Present
Vanderbilt University Nashville TN 08/2020 05/2022
  • 07/2022 → 08/2025
    Goldman Sachs
    Charlotte, NC
  • 06/2021 → 08/2021
    Goldman Sachs
    Atlanta, GA
  • 07/2019 → 07/2020
    Janney Montgomery Scott, Llc
    Atlanta, GA
  • 10/2017 → 07/2019
    Kpmg, Llp
    New York, NY
  • 08/2016 → 09/2017
    Unemployed
    New York, NY
  • 06/2022 → 06/2022
    Unemployed
    Nashville, TN
  • 09/2025 → Present
    J.P. Morgan Securities Llc
    Charlotte, NC
  • 09/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 08/2020 → 05/2022
    Vanderbilt University
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-06
S63 Uniform Securities Agent State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-09-19
Other Names
  • Anna Grace Hawkins
  • Anna G Hawkins

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor