Roxanna Lyn Everett

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (5)

SIESeries 3Series 7Series 65Series 63

Registered states (40)

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Years in the industry (source record)

24

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (21)

From the source registration record · current first

• J.P. Morgan Securities LLCCurrent

  Viera, FL · IA capacity
  start not retrieved → present
• J.P. Morgan Securities LLCCurrent

  Viera, FL · BC capacity
  start not retrieved → present
• Lpl Financial LLC

  Cocoa Beach, FL · BC capacity
  Sep 27, 2012 → Jul 30, 2013
• Independent Financial Partners

  Cocoa Beach, FL · IA capacity
  Oct 8, 2012 → Jul 19, 2013
• J. W. Cole Advisors, Inc.

  Orlando, FL · IA capacity
  Aug 2, 2012 → Oct 4, 2012
• J.W. Cole Financial, Inc.

  Orlando, FL · BC capacity
  Jun 7, 2012 → Oct 4, 2012
• Morgan Stanley Smith Barney LLC

  Winter Park, FL · IA capacity
  Jun 1, 2009 → Apr 30, 2012
• Morgan Stanley Smith Barney

  Winter Park, FL · BC capacity
  Jun 1, 2009 → Apr 30, 2012
• Citigroup Global Markets Inc.

  Winter Park, FL · IA capacity
  May 28, 2009 → Jun 1, 2009
• Citigroup Global Markets Inc.

  Winter Park, FL · BC capacity
  May 4, 2009 → Jun 1, 2009
• Wachovia Securities, LLC

  Orlando, FL · IA capacity
  Jan 1, 2008 → May 1, 2009
• Wachovia Securities, LLC

  Orlando, FL · BC capacity
  Jan 1, 2008 → May 1, 2009
• A. G. Edwards & Sons, Inc.

  Orlando, FL · BC capacity
  Jun 7, 2006 → Jan 3, 2008
• A. G. Edwards & Sons, Inc.

  Orlando, FL · IA capacity
  Jun 14, 2006 → Jan 1, 2008
• Nbc Securities, Inc.

  Clermont, FL · IA capacity
  Jul 20, 2005 → May 17, 2006
• Nbc Securities, Inc.

  Birmingham, AL · BC capacity
  Jul 11, 2005 → May 17, 2006
• Infinex Investments, Inc.

  Winter Haven, FL · IA capacity
  Dec 2, 2004 → Dec 13, 2004
• Infinex Investments, Inc.

  Meriden, CT · BC capacity
  Dec 1, 2004 → Dec 13, 2004
• Money Concepts Capital Corp

  Winter Haven, FL · IA capacity
  May 14, 2004 → Dec 1, 2004
• Money Concepts Capital Corp

  Palm Beach Gardens, FL · BC capacity
  Jan 13, 2004 → Dec 1, 2004
• Charles Schwab & Co., Inc.

  Westlake, TX · BC capacity
  Mar 13, 2001 → Dec 17, 2003

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.