Charles James Schenk
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.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, NAJul 2024 to now
- JPMorgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, NAJun 2023 to Aug 2023
- Baynes Investment Counsel LLCMay 2022 to Aug 2022
- DelwoodMay 2022 to Aug 2022
- Scarlet and Gray Cleaning ServicesDec 2021 to Jan 2022
- Miami University Social Media DepartmentAug 2021 to May 2023
- Total Quality LogisticsMay 2021 to Aug 2021
- Scarlet and Gray Cleaning ServicesDec 2020 to Jan 2021
- Miami UniversityAug 2020 to Jun 2024
- Scarlet and Gray Cleaning ServicesFeb 2020 to Aug 2020
- UnemployedSep 2019 to Jan 2020
- Jimmy Johns Location / Mcmaster LLCJun 2019 to Aug 2019
- UnemployedOct 2018 to May 2019
- Swimsafe Pool Management, IncMay 2018 to Sep 2018
- Eli's BbqMay 2018 to Aug 2018
- UnemployedOct 2017 to Apr 2018
- Swimsafe Pool Management, Inc.May 2017 to Sep 2017
- UnemployedJul 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7559742
- Firm CRD
- 79