Jamie Lee Wood

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Tempe, AZ
• 12/2021 → 12/2025
  Edward Jones
  Tempe, AZ
• 01/2018 → 12/2021
  Bank Of America
  Chandler, AZ
• 01/2018 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2016 → 12/2017
  Yelp Inc
  Scottsdale, AZ
• 09/2016 → 10/2016
  Universal Tc Tech
  Chandler, AZ

Previous Registrations

• 2021-12-06 → 2026-01-05
  Edward Jones
  Phoenix, AZ
  St Louis, MO
  Tempe, AZ
  Phoenix, AZ
  St Louis, MO
  Phoenix, AZ
• 2018-06-22 → 2021-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

NAME OF OTHER BUSINESS:Rental Property IS THIS OTHER BUSINESS INVESTMENT RELATED?:Yes ADDRESS:,Phoenix,AZ,85048,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2013-08-19 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:4 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I purchased this property in 2010 and lived there for the first 3 years. I have been renting out this property since August 2013. My husband and I manage the property which includes receiving rental payments, communication with tenant, normal home repairs and upgrades. IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams

• S66 Uniform Combined State Law Examination
  2018-06-21

Other Names

• Jamie Grimditch
• Jamie Lee Grimditch
• Jamie L Wood