Jon P Champney

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

• 08/2026 → Present
  J.P. Morgan Securities Llc
  Rancho Cordova, CA
• 08/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Rancho Cordova, CA
• 01/2025 → 08/2026
  Edward Jones
  Sacramento, CA
• 10/2022 → 12/2024
  Bank Of Amierca/Merrill Lynch
  Roseville, CA
• 05/2022 → 10/2022
  Wells Fargo
  Folsom, CA
• 08/2020 → 04/2022
  Brizzi Finl
  Rocklin, CA
• 04/2018 → 08/2020
  J.P. Morgan Securities Llc
  Folsom, CA
• 02/2016 → 08/2020
  Jpmorgan Chase Bank, N.A.
  Folsom, CA

Previous Registrations

• 2025-01-03 → 2026-08-25
  Edward Jones
  Sacramento, CA
• 2023-03-21 → 2025-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Sacramento, CA
  Roseville, CA
  Sacramento, CA
  Folsom, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17
• S63 Uniform Securities Agent State Law Examination
  2018-05-24

Other Names

• Jon Champney
• Jon Paul Champney