Anabelle Oldham
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Anabelle Oldham? Claim your profile
Contact this firm
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 LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Santa Clara UniversitySep 2023 to Jun 2024
- JP Morgan Chase Private BankJun 2023 to Aug 2023
- Kscu 103.3Jun 2022 to Jun 2024
- Santa Clara UniversityJun 2022 to Aug 2022
- Mizo Hard SeltzerMar 2022 to Jun 2022
- Zero GradiJul 2021 to Aug 2021
- Kappa Alpha ThetaJun 2021 to Jun 2022
- Camp LonghornAug 2019 to Aug 2019
- GoopMar 2018 to May 2018
- Brad Oldham SculptureSep 2014 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7954098
- Firm CRD
- 79