Van Curtis Shell
Also appears in the source record as: Van Curtis Shell Jr; Van Curtis Shell Jr.; Van Shell; Van Curtis Shell Jr Jr; Van Shell Jr
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- SIESeries 55Series 3Series 7Series 24Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 28
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (13)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Morgan StanleyNew York, NY · IA capacityAug 26, 2014 → Oct 10, 2018
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Morgan StanleyNew York, NY · BC capacityAug 26, 2014 → Oct 10, 2018
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Citigroup Global Markets Inc.New York, NY · IA capacitySep 17, 2010 → Sep 5, 2014
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Citigroup Global Markets Inc.New York, NY · BC capacityAug 25, 2010 → Sep 5, 2014
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J.P. Morgan Securities Inc.New York, NY · BC capacityMar 26, 2007 → Oct 1, 2008
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Superfund Asset Management Inc.New York, NY · BC capacityApr 15, 2005 → Mar 8, 2007
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Credit Suisse First BostonNew York, NY · IA capacityJan 17, 2003 → Nov 24, 2004
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Credit Suisse First Boston LLCNew York, NY · BC capacityJan 17, 2003 → Nov 24, 2004
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Donaldson Lufkin & Jenrette Securities CorporationNew York, NY · IA capacityJul 26, 2002 → Jan 17, 2003
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Donaldson, Lufkin & Jenrette Securities CorporationJersey City, NJ · BC capacityMay 31, 2000 → Jan 17, 2003
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Salomon Brothers Inc.New York, NY · BC capacityOct 15, 1997 → Sep 1, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.