Amoree Michalek
Investment adviser representative at J.P. Morgan Securities LLC
31 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Amoree Michalek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- J.P. Morgan Securities LLCNov 2023 to now
- JPMorgan Chase Bank, N.A.Nov 2023 to Sep 2026
- Arvest BankAug 2017 to Nov 2023
- Arvest Wealth ManagementAug 2017 to Nov 2023
- UnemployedJul 2017 to Jul 2017
- Bank of America, N.A.Jun 1995 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1995 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135380
- Firm CRD
- 79