Charles Maximilian Walden
Investment adviser representative at J.P. Morgan Securities LLC
19 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
19 years in the industry.
- J.P. Morgan Securities LLCNov 2025 to now
- JPMorgan Chase Bank, N.A.Nov 2025 to now
- Goldman SachsJul 2022 to Nov 2025
- Between School/workMay 2022 to Jul 2022
- UnemployedAug 2020 to Apr 2022
- The Winthrop GroupAug 2019 to Jul 2020
- The Metropolitan Museum of Art Investments OfficeAug 2018 to Aug 2019
- UnemployedJun 2018 to Jul 2018
- De Shaw & CoJun 2017 to Aug 2017
- Yale UniversitySep 2007 to May 2018
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 (NY, 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
- 7208129
- Firm CRD
- 79