Charles A Bullard

CRD 5318648 · J.P. Morgan Securities LLC · Irving, TX

IA RegisteredBroker

Also appears in the source record as: Charles A Bullard Jr; Charles Bullard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (8): California · Florida · Georgia · Maryland · New York · North Carolina · Texas · Wyoming
Years in the industry (source record): 16
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 (9)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Irving, TX · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irving, TX · BC capacity

start not retrieved → present
Fisher Investments
Plano, TX · IA capacity

Mar 18, 2022 → Jun 22, 2023
Charles Schwab & Co., Inc.
Southlake, TX · IA capacity

Jan 26, 2022 → Feb 10, 2022
Charles Schwab & Co., Inc.
Southlake, TX · BC capacity

Jan 26, 2022 → Feb 10, 2022
Td Ameritrade, Inc.
Southlake, TX · IA capacity

Jan 3, 2014 → Feb 10, 2022
Td Ameritrade Investment Management, LLC
Southlake, TX · IA capacity

Jan 1, 2014 → Feb 10, 2022
Td Ameritrade, Inc.
Southlake, TX · BC capacity

May 20, 2011 → Feb 10, 2022
Td Ameritrade Clearing, Inc.
Fort Worth, TX · BC capacity

Jul 5, 2010 → Nov 19, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5318648 ↗ FINRA BrokerCheck record for CRD 5318648 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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