Leah Taylor

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

• 08/2007 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 10/1987 → 07/2025
  Jpmorgan Investment Advisors
  Chicago, IL
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2007-11-16 → 2008-10-01
  J.P. Morgan Securities Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2004-02-04 → 2005-01-11
  J.P. Morgan Asset Management
  Chicago, IL
• 2002-06-18 → 2004-01-16
  Banc One Securities Corporation
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-24
• S66 Uniform Combined State Law Examination
  2007-09-11
• S63 Uniform Securities Agent State Law Examination
  1999-05-04

Other Names

• Leah Taylor
• Leah Taylor