Jeff Probst
Also appears in the source record as: Jeff Probst; Jeffrey Alan Probst
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- SIESeries 3Series 31Series 7Series 30Series 65Series 63
- Registered states (26)
- Alabama · Arizona · California · District Of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Jersey · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington
- Years in the industry (source record)
- 26
- 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 (8)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Chase Investment Services Corp.Huntington Woods, MI · IA capacityJul 6, 2005 → Oct 1, 2012
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Chase Investment Services Corp.Huntington Woods, MI · BC capacityJul 6, 2005 → Oct 1, 2012
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Banc One Securities CorporationLathrup Village, MI · IA capacityFeb 24, 2005 → Jul 6, 2005
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Banc One Securities CorporationChicago, IL · BC capacityFeb 24, 2005 → Jul 6, 2005
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Morgan Stanley Dw Inc.Purchase, NY · BC capacitySep 17, 1999 → Feb 14, 2005
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Morgan StanleyLivonia, MI · IA capacityNov 18, 2002 → Feb 3, 2004
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.