Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

J.P. Morgan Securities LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in North Carolina, by city and A to Z.

The short answer

87 registered advisors work at J.P. Morgan Securities LLC in North Carolina, out of 12,967 nationwide; it's the firm's number 20 state by advisors, and the most are in Charlotte (54). 4 list the CFP designation and 87 are also registered broker representatives.

J.P. Morgan Securities LLC advisors by city in North Carolina

Every firm in North Carolina →

Charlotte 54Raleigh 8Cary 6Garner 3Greensboro 2Hampstead 2Asheville 1Belmont 1Chapel Hill 1Concord 1Cornelius 1Gastonia 1Greenville 1Harrisburg 1Leland 1Mint Hill 1Mooresville 1Selma 1Wake Forest 1Wendell 1Wesley Chapel 1Winston Salem 1

J.P. Morgan Securities LLC advisors in North Carolina, A to Z

Search by name →

J.P. Morgan Securities LLC advisors in every state →J.P. Morgan Securities LLC: assets, clients and custodians →J.P. Morgan news and advisor moves →Advisor Moves: who changed firms this week →

J.P. Morgan Securities LLC in other states

New York 2,764California 2,118Texas 1,475Florida 1,175Illinois 992Ohio 681Arizona 410New Jersey 385Michigan 341Massachusetts 294Washington 226Georgia 223Pennsylvania 204Colorado 203Connecticut 200Indiana 164Louisiana 133District of Columbia 111Wisconsin 103Nevada 70Kentucky 67Missouri 61Minnesota 58Utah 57Oregon 54Maryland 51Tennessee 36Virginia 34South Carolina 27West Virginia 26Oklahoma 23Delaware 17Kansas 15Idaho 12Nebraska 11Iowa 9New Mexico 8New Hampshire 7Rhode Island 7Alabama 6Arkansas 5Mississippi 3Wyoming 3

Questions

How many J.P. Morgan Securities LLC financial advisors are in North Carolina?

87 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 12,967 at the firm nationwide. 4 list the CFP designation and 87 are also registered as broker representatives.

Where in North Carolina does J.P. Morgan Securities LLC have the most advisors?

Charlotte, with 54, then Raleigh (8). J.P. Morgan Securities LLC has advisors in 22 cities in North Carolina.

How do I check a J.P. Morgan Securities LLC advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J.P. Morgan Securities LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.