Jeff Probst

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Farmington Hills, MI
• 12/2019 → 09/2020
  Beach House Apartments, Llc.
  Wolverine Lake, MI
• 02/2005 → Present
  Jpmorgan Chase Bank, N.A.
  Farmington Hills, MI

Previous Registrations

• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Troy, MI
  Southfield, MI
  Southfield, MI
  Chicago, IL
  Royal Oak, MI
  Huntington Woods, MI
  Madison Heights, MI
  Lathrup Village, MI
• 2005-02-24 → 2005-07-06
  Banc One Securities Corporation
  Lathrup Village , MI
• 2002-11-18 → 2004-02-03
  Morgan Stanley Dw Inc.
  Livonia, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1999-10-20

Other Names

• Jeffrey Alan Probst
• Jeff Probst