Best Investors Account Sign in

Walker Alan Cleveland

J.P. Morgan Securities LLC

New York, NY

CRD 7797334

Claim This Profile
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
TX RA APPROVED 2025-07-29
NY RA APPROVED 2025-05-28
  • TX RA
    APPROVED
    Since 2025-07-29
  • NY RA
    APPROVED
    Since 2025-05-28

Branch Locations

2099 Broadway, New York, NY 10023 • 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
Equitable Advisors, Llc New York NY 08/2023 05/2025
University Of Michigan Athletic Department Ann Arbor MI 07/2023 08/2023
Student Ann Arbor MI 05/2015 08/2022
University Of Michigan - Ross School Of Business Ann Arbor MI 09/2022 12/2022
J.P. Morgan Securities Llc New York NY 05/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 05/2025 Present
Equitable Financial Life Ins New York NY 08/2023 05/2025
University Of Michigan Ann Arbor MI 01/2023 06/2023
  • 08/2023 → 05/2025
    New York, NY
  • 07/2023 → 08/2023
    University Of Michigan Athletic Department
    Ann Arbor, MI
  • 05/2015 → 08/2022
    Student
    Ann Arbor, MI
  • 09/2022 → 12/2022
    University Of Michigan - Ross School Of Business
    Ann Arbor, MI
  • 05/2025 → Present
    New York, NY
  • 05/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2023 → 05/2025
    Equitable Financial Life Ins
    New York, NY
  • 01/2023 → 06/2023
    University Of Michigan
    Ann Arbor, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30
Other Names
  • Walker Cleveland
  • Walker A Cleveland

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor