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 1001–1025 of 1035. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Vincent J. Livigni274059410/15/2026added
Vincent M. Papais831998810/15/2026updated
Viviane Melkonian784498010/15/2026updated
Vuk Bulajic187299710/15/2026updated
Wade I. Tapp835745110/15/2026added
Wallace L. Baker417757510/15/2026updated
Wei-Yu Su772037010/15/2026added
Wendy J. Farrissey216842910/15/2026removed
Wendy J. Farrissey216842910/15/2026added
William A. Ruiz729734110/15/2026added
William B. Couey638180010/15/2026updated
William Badie728385010/15/2026added
William D. Leathers751141610/15/2026updated
William F. McDavid456124310/15/2026removed
William F. Woodruff454269210/15/2026updated
William H. Ziegler801201610/15/2026updated
William J. Counsman216682810/15/2026updated
William J. Newkirk639145510/15/2026added
William Jobes792612410/15/2026updated
William K. Brownlee325474610/15/2026updated
William P. Mulvaney680031410/15/2026added
William V. Phelps516892810/15/2026removed
Wynn C. Fortner246166410/15/2026updated
Yaohui Wang834981010/15/2026updated
Yufen Wang730584110/15/2026updated

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