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Employer Years Dates
J.P. Morgan Securities LLC 5 years, 5 months Oct 2012 - Present
Mes Amis Pasadena, LLC 6 years, 8 months Feb 2011 - Oct 2017
AKA 3 years, 10 months Feb 2011 - Dec 2014
Chase Investment Services Corp. 3 years, 5 months May 2009 - Oct 2012
Wm Financial Services, Inc. 19 years, 2 months Jan 1999 - Present
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Denise Shelley Brady?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 6, 2018
  • license status
  • disclosures
  • as of date
    Feb 6, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


J.P. Morgan Securities LLC

Last updated on Aug. 30, 2017
    • $81.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 376K
    • $216.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
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