Jamie McConnachie

• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 12 Nov 2024)
  • Appointed representative dealing with clients for which they require qualification (since 19 Aug 2024)
• Circle Wealth Partners Limited

  FRN 935183

  • Employed By (since 12 Nov 2024)
• J.P. Morgan Markets Limited (no longer approved here)

  FRN 114031

  • [FCA CF] Client dealing (9 Dec 2019 to 25 Jan 2023)
  • CF30 Customer (7 Dec 2007 to 8 Dec 2019)
• JPMorgan Chase Bank, National Association (no longer approved here)

  FRN 124491

  • [FCA CF] Client dealing (7 Mar 2016 to 25 Jan 2023)
  • CF30 Customer (2 Jun 2008 to 6 Mar 2016)
  • CF26 Customer Trading (19 Apr 2002 to 7 Jan 2005)
• J.P. Morgan Securities plc (no longer approved here)

  FRN 155240

  • [FCA CF] Client dealing (7 Mar 2016 to 25 Jan 2023)
  • CF30 Customer (2 Jun 2008 to 6 Mar 2016)
  • CF21 Investment Adviser (19 Apr 2002 to 30 Dec 2002)
• Barclays Capital Securities Limited (no longer approved here)

  FRN 124431

  • CF21 Investment Adviser (17 Jun 2005 to 31 Oct 2007)
• J.P. Morgan Europe Limited (no longer approved here)

  FRN 124579

  • CF21 Investment Adviser (19 Apr 2002 to 30 Dec 2002)

No changes recorded yet.