Anna Forest Whetzle smiley
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 LLCAug 2023 to now
- JPMorgan Chase Bank NAJul 2023 to now
- JPMorgan Securities LLCJul 2023 to now
- UnemployedSep 2022 to Jun 2023
- JPMorgan Chase Bank NAJun 2022 to Aug 2022
- UnemployedApr 2021 to May 2022
- Coty IncJun 2018 to Mar 2021
- Access Staffing LLCFeb 2018 to Jun 2018
- Malin + GoetzOct 2017 to Jan 2018
- UnemployedJul 2017 to Sep 2017
- Ministry of EducationSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7786424
- Firm CRD
- 79