Amanda Grace Washington
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$429.7BFirm assets
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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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- State Farm Mutual Automobile Insurance Co.Oct 2023 to Jul 2024
- Family DollarFeb 2023 to Oct 2023
- Ail Insurance Co.Jan 2023 to Mar 2023
- Seville Mortgage, LLCJun 2022 to Dec 2022
- Pinnacle Lending Group, Inc.Feb 2022 to Jun 2022
- Mission LoansDec 2021 to Feb 2022
- Mutual of Omaha MortgageApr 2021 to Nov 2021
- Sovereign Lending Group, IncNov 2020 to Mar 2021
- Frontline Media SolutionsSep 2016 to Oct 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, 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
- 7963588
- Firm CRD
- 79