# Donna Jean Helm Morris

Donna Jean Helm Morris is an investment adviser representative (IAR) with state registration records since 1997, appearing at 7 firms. Currently registered with J.P. MORGAN SECURITIES LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2023-11-07 | present | Yes |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-09-25 | 2015-06-02 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2013-10-14 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-05-01 | 2009-06-01 | — |
| [FINACORP SECURITIES](https://search.stillhousedata.com/firm/41569) | 2007-03-20 | 2007-04-23 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2006-05-01 | 2006-12-20 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 1997-07-08 | 2004-09-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2321448)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2321448.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.