Moab Schiers
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered 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.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- Fisher InvestmentsMar 2024 to Apr 2026
- Bank of America N.A.Oct 2022 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Feb 2024
- Fidelity InvestmentsJul 2021 to Oct 2022
- PostmatesJan 2021 to Mar 2021
- America First Federal Credit UnionJan 2020 to Jul 2021
- Elwood StaffingOct 2019 to Jan 2020
- Utah SaintsJan 2019 to Mar 2021
- Ogden Indoor SoccerJan 2019 to Oct 2019
- CintasApr 2018 to Jan 2019
- Carlos & Harley'sJun 2017 to Apr 2018
- Norwich UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7420028
- Firm CRD
- 79