Patrick Wade Sheridan
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Massachusetts Mutual Life Insurance CoJul 2025 to Jan 2026
- MML Investors Services, LLCJul 2025 to Dec 2025
- UnemployedJun 2025 to Jun 2025
- Prudential Insurance Company of AmericaDec 2024 to May 2025
- LPL Enterprise, LLCNov 2024 to May 2025
- Pruco Securities, LLCSep 2024 to Nov 2024
- Summit View ChurchApr 2023 to Jan 2025
- UnemployedDec 2022 to Mar 2023
- Fred Meyer JewelersApr 2022 to Nov 2022
- The Men's Wearhouse, LLCFeb 2022 to Mar 2022
- O'brian Auto Group, Toyota of PortlandJul 2021 to Jan 2022
- UnemployedJun 2021 to Jun 2021
- Dick Hannah CorpApr 2021 to May 2021
- Better LogisticsJan 2021 to May 2021
- UnemployedNov 2020 to Dec 2020
- City of Vancouver Parks and RecOct 2017 to Oct 2020
- UnemployedApr 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7986833
- Firm CRD
- 79