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Charles Louis Belz

J.P. Morgan Securities LLC

Chicago, IL

CRD 7789230

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-07
TX RA APPROVED 2025-05-07
  • IL RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

Chase Tower Chicago 21 S. Clark Street / 10 South Dearborn, Floor 32, Chicago, IL 60603 • 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
J.P. Morgan Securities Llc Chicago IL 07/2023 Present
Jpmorgan Chase Bank, N.A. Chicago IL 06/2022 08/2022
Sage Hospitality Group Denver CO 07/2021 08/2021
Denver East High School Denver CO 08/2015 05/2019
Indiana University Bloomington Bloomington IN 08/2019 05/2023
Unemployed Denver CO 06/2019 07/2019
Unemployed Denver CO 06/2023 06/2023
  • 07/2023 → Present
    J.P. Morgan Securities Llc
    Chicago, IL
  • 06/2022 → 08/2022
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 07/2021 → 08/2021
    Sage Hospitality Group
    Denver, CO
  • 08/2015 → 05/2019
    Denver East High School
    Denver, CO
  • 08/2019 → 05/2023
    Indiana University Bloomington
    Bloomington, IN
  • 06/2019 → 07/2019
    Unemployed
    Denver, CO
  • 06/2023 → 06/2023
    Unemployed
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15
Other Names
  • Charlie Belz
  • Charles L Belz

View on SEC IAPD

Nearby Firms

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Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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