Don G Banks
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2024 to now
- JPMorgan Chase Bank, N.A.Apr 2024 to now
- Afa/edelman Financial EnginesAug 2022 to Mar 2024
- Edelman Financial EnginesAug 2022 to Mar 2024
- Alight Financial Advisors, LLCDec 2021 to Aug 2022
- Alight Financial Solutions LLCDec 2021 to Aug 2022
- Asher Capital Network/allstate Finl ServicesDec 2020 to Dec 2021
- Allstate Financial Advisors, LLCNov 2020 to Dec 2021
- Allstate Financial Services, LLCNov 2020 to Dec 2021
- Allstate Insurance CompanyNov 2020 to Dec 2021
- Wells Fargo BankDec 2018 to Nov 2020
- Wells Fargo Clearing Services, LLCDec 2018 to Oct 2020
- Bank of America, N.A.Mar 2016 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6396734
- Firm CRD
- 79