Antwann Holmes

CRD 5442267 · J.P. Morgan Securities LLC · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Aj Jamar Holmes; Antwann J Holmes; Antwann Jamar Holmes; Antwann Holmes; A.J. Holmes

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (1): Colorado
Years in the industry (source record): 11
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 (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Denver, CO · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irvine, CA · BC capacity

start not retrieved → present
Private Client Services, LLC
Westminster, CO · BC capacity

Jul 14, 2025 → May 11, 2026
Townsend
Westminster, CO · IA capacity

Jul 27, 2023 → May 11, 2026
Osaic Wealth, Inc.
Westminster, CO · BC capacity

Jun 14, 2024 → Jul 15, 2025
Securities America, Inc.
Westminster, CO · BC capacity

Sep 27, 2023 → Jun 14, 2024
Creative Planning
Arvada, CO · IA capacity

Jun 29, 2022 → Jun 22, 2023
Personal Capital Advisors Corporation
Denver, CO · IA capacity

Mar 9, 2015 → Nov 9, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Phoenix, AZ · IA capacity

Jun 11, 2008 → Dec 1, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Phoenix, AZ · BC capacity

May 21, 2008 → Dec 1, 2008
Usaa Financial Advisors, Inc.
Phoenix, AZ · BC capacity

Jan 25, 2008 → Mar 17, 2008

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.

SEC IAPD record for CRD 5442267 ↗ FINRA BrokerCheck record for CRD 5442267 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.