James Atkinson is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2025-01-09 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2023-11-15 | 2025-01-10 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2022-05-17 | 2023-11-17 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-11-06 | 2022-05-23 | — |