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Scott Misson

Investment adviser representative at J.P. Morgan Securities LLC
13 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

13 years in the industry.

  1. JP Morgan Chase Bank, N.A.Oct 2023 to now
  2. J.P. Morgan Securities LLCSep 2023 to now
  3. First Republic Investment Management, IncMay 2023 to now
  4. First Republic Securities Company, LLCMay 2023 to Oct 2023
  5. UBS Financial Services Inc.Jun 2021 to May 2023
  6. Riverhawk Investment Fund, Susquehanna UniversityAug 2020 to Dec 2020
  7. International Planning AllianceJun 2020 to Aug 2020
  8. ImagenpayMar 2020 to Aug 2020
  9. Susquehanna UniversityAug 2017 to May 2021
  10. Beacon Hill Country ClubJun 2017 to Aug 2017
  11. Outback SteakhouseDec 2016 to May 2017
  12. Oak Hill AcademyMay 2015 to Jan 2020
  13. Christian Brothers AcademySep 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7389369
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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