CHARLES MICHAEL ANTHONY WINN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2023-09-29 | present | Yes |
| PATHSTONE | 2016-11-02 | 2019-01-02 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2014-03-03 | 2016-10-31 | — |