Peggy A Bowers

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

• 01/1996 → Present
  Texas Commerce Bank
  Houston, TX
• 10/2012 → Present
  J.P. Morgan Securities Llc
  The Woodlands, TX
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A
  The Woodlands, TX

Previous Registrations

• 1999-03-01 → 2012-10-01
  Chase Investment Services Corp.
  The Woodlands, TX
  The Woodlands, TX
  The Woodlands, TX
  The Woodlands, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/21/2014 ADDRESS: 3500 THE WOODLANDS, TX. 19 THE WOODLANDS, TX. DETAILS: I own this real estate and rent it out INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/27/2013 ADDRESS: 19 THE WOODLANDS, TX. 2222 THE WOODLANDS, TX. DETAILS: Rental Property HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS PER YEAR HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-29
• S63 Uniform Securities Agent State Law Examination
  1995-03-10

Designations

• Certified Financial Planner

Other Names

• Peggy Anne Chapman
• Peggy Anne Chapman
• Peggy Anne Bowers