Sherman Ethan Quanbeck
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.
- J.P. Morgan Securities LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- Morgan StanleyApr 2024 to Mar 2025
- Morgan Stanley/etradeApr 2024 to Mar 2025
- Northwestern MutualApr 2023 to Oct 2023
- Grand Canyon UniversitySep 2020 to Apr 2024
- Cashwise Foods/cobom's Inc.Jan 2020 to Sep 2020
- Riverwood Golf CourseAug 2019 to Aug 2022
- UnemployedJan 2019 to Aug 2019
- SpartannashJun 2018 to Jan 2019
- Rocket LawnMay 2017 to Jun 2018
- UnemployedApr 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7717156
- Firm CRD
- 79