Evelyn Walker
Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Evelyn Walker? 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
17 years in the industry.
- J.P. Morgan Securities LLCApr 2022 to now
- JPMorgan Chase Bank, N.A.Apr 2022 to now
- Wells Fargo Bank, NAMar 2021 to Apr 2022
- Wells Fargo Clearing Services, LLCMar 2021 to Apr 2022
- Unionbanc Investment Services, LLCSep 2018 to Mar 2021
- Office of the General Counsel Mufg Bank LtdAug 2018 to Mar 2021
- Union BankAug 2018 to Mar 2021
- JP Morgan Securities LLCApr 2013 to Aug 2018
- JP Morgan Chase Bank NAAug 2009 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6235113
- Firm CRD
- 79