ADVISER MOVES

Melissa Summers is listed at J.P. Morgan; 1,035 affiliation changes

A registration observation dated October 15, 2026, lists Melissa R. Summers with J.P. Morgan Securities LLC. Affiliation records are not verified job moves.

By Claire Bennett··1 min read

Melissa R. Summers is listed with J.P. Morgan Securities LLC in an affiliation record observed October 15, 2026; the record also lists approved Illinois and Texas registrations as of October 14. These affiliation records describe registration information, not verified hiring, departures or current employment.

The October 15 observation included 1,035 affiliation changes: 297 added affiliation records, 645 updated records and 93 removed records. A removed affiliation means the registration record no longer showed that affiliation; it does not establish that an adviser left a firm.

Adviser affiliation records

The appendix lists all 1,035 affiliation records on 10/15/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 901–925 of 1035. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Siu L. W. Tung793760210/15/2026updated
Skye E. Bergeson586325410/15/2026updated
Sonny T. Hoang643243610/15/2026updated
Sonya Nolan506176310/15/2026updated
Spencer D. Dix726487910/15/2026updated
Spencer R. Fogo643655410/15/2026removed
Spencer R. Fogo643655410/15/2026added
Stacey L. Buchholtz717305910/15/2026removed
Stefan Rojas-Ayala833230510/15/2026updated
Stephanie L. Thomas831287710/15/2026added
Stephanus B. Hendrik804641510/15/2026added
Stephen A. Mazer236236110/15/2026updated
Stephen Abels714293410/15/2026updated
Stephen Carey304954710/15/2026updated
Stephen Hirjak807907210/15/2026updated
Stephen M. Banta249199410/15/2026updated
Stephen M. Raccuia286254110/15/2026updated
Stephen T. Freeman734341510/15/2026updated
Stephen V. Besien467751010/15/2026updated
Stephenie Scelfo831598910/15/2026added
Steven Bartholomew497580910/15/2026updated
Steven D. Ahlmer448280510/15/2026updated
Steven Miranda815300310/15/2026updated
Steven Potwin501576210/15/2026updated
Steven R. Karmelin286638710/15/2026updated

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