Julie Ar Shank
Investment adviser representative at J.P. Morgan Securities LLC
21 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
21 years in the industry.
- JPMorgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, Inc.Apr 2018 to now
- First Republic Securities Company, LLCApr 2018 to Oct 2023
- Bank of America, N.A.Sep 2017 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Apr 2018
- Shepherd Kaplan LLCJun 2005 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 5395823
- Firm CRD
- 79