Joanne Dushek
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Joanne Dushek? 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
11 years in the industry.
- JPMorgan Chase Bank, N.A.Feb 2021 to now
- J.P. Morgan Securities LLCMar 2020 to now
- JP Morgan Chase Bank, N.A.Mar 2020 to Feb 2021
- Empowered Home ProsApr 2018 to Nov 2020
- Bank of America, N.AOct 2015 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncOct 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, NV, 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
- 5861224
- Firm CRD
- 79