Adviser and broker representative · J.p. Morgan Securities LLC
Clancy Schmidt
CRD 7178738 · Safford, AZ
At a glance
Clancy Schmidt is an investment adviser representative with J.p. Morgan Securities LLC in Safford, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clancy’s SEC record dates to 2020, about 6 years ago. Clancy is also registered as a broker representative.
Current advisory firm
- J.p. Morgan Securities LLCSince March 2020Safford, AZ · $430B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Clancy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.