Shakay Simpson
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- Monall� StudiosSep 2026 to now
- J.P. Morgan Securities LLCNov 2025 to now
- JPMorgan Chase Bank, N.A.Nov 2025 to now
- Morgan StanleyMar 2023 to Nov 2025
- UnemployedNov 2022 to Feb 2023
- Morgan StanleyAug 2022 to Oct 2022
- UnemployedJan 2022 to Jul 2022
- PepsicoJun 2021 to Aug 2021
- The Pennsylvania State UniversityMay 2018 to Dec 2021
- Farmers Insurance: Lyuba Lockett AgencyMay 2018 to Aug 2018
- Westmount Country ClubAug 2017 to Oct 2019
- Gerald A Pinney Inc dba Jerry's ShellJul 2017 to Dec 2018
- UnemployedNov 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7516151
- Firm CRD
- 79