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Scott Schramm

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCJul 2025 to now
  2. JPMorgan Chase Bank, N.A.Jul 2025 to now
  3. P&m Corporate FinanceMar 2024 to Jul 2025
  4. Jefferies LLCOct 2022 to Feb 2024
  5. Goldman SachsOct 2020 to Oct 2022
  6. P & M Corporate Finance, LLCSep 2017 to Sep 2020
  7. UnemployedJun 2017 to Aug 2017
  8. Michigan State UniversityJan 2014 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
6811997
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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