Anne Gotwals Peartree is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2024-05-16 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2023-04-12 | 2025-03-18 | — |
| UBS FINANCIAL SERVICES INC. | 2022-08-17 | 2023-03-27 | — |