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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-16
NC RA APPROVED 2023-06-16
FL RA APPROVED 2023-06-05
TX RA APPROVED 2023-05-08
  • NY RA
    APPROVED
    Since 2023-06-16
  • NC RA
    APPROVED
    Since 2023-06-16
  • FL RA
    APPROVED
    Since 2023-06-05
  • TX RA
    APPROVED
    Since 2023-05-08

Branch Locations

5100 Town Center Circle Floor 06, Boca Raton, FL 33486-1049 • United States

3013 Yamato Rd, Boca Raton, FL 33434 • United States

20441 State Road 7, Boca Raton, FL 33498 • United States

8903 Boynton Beach Blvd, Boynton Beach, FL 33472 • United States

4506 Pga Blvd,, Palm Beach Gardens, FL 33418 • United States

525 Ne 7Th St, Delray Beach, FL 33483 • United States

241 Royal Palm Way, Palm Beach, FL 33480 • United States

1755 S Federal Hwy, Delray Beach, FL 33483 • United States

853 S Federal Hwy, Boca Raton, FL 33432 • United States

240 E. Palmetto Park Rd., Boca Raton, FL 33432 • United States

9165 Atlantic Ave, Delray Beach, FL 33446 • United States

300 S Us Hwy One, Jupiter, FL 33477 • United States

5100 Town Center Cir Floor 06, Boca Raton, FL 33486-1049 • United States

300 Us-1, Jupiter, Jupiter, FL 33477 • United States

1100 East Hillsboro Blvd., Deerfield Beach, FL 33441 • United States

200 S. Pine Island Rd, Ste. 100, Plantation, FL 33324 • United States

10585 Wiles Road, Coral Springs, FL 33076 • United States

5100 Town Center Cir, Floor 6, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2023
J.P. Morgan Securities Llc Planation FL 04/2023 Present
Fidelity Investments Boston MA 06/2001 03/2023
Jaindlwitz Llc Boca Raton FL 08/2018 Present
Jaindlwitz Investments, Llc Boca Raton FL 08/2018 Present
Fidelity Brokerage Services Llc Fort Lauderdale FL 06/2001 03/2023
Strategic Advisers Llc King Of Prussia PA 06/2002 07/2018
  • 07/2018 → 03/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2023 → Present
    Planation, FL
  • 06/2001 → 03/2023
    Fidelity Investments
    Boston, MA
  • 08/2018 → Present
    Jaindlwitz Llc
    Boca Raton, FL
  • 08/2018 → Present
    Jaindlwitz Investments, Llc
    Boca Raton, FL
  • 06/2001 → 03/2023
    Fidelity Brokerage Services Llc
    Fort Lauderdale, FL
  • 06/2002 → 07/2018
    King Of Prussia, PA
Previous Registrations
  • 2018-07-13 → 2023-03-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2002-06-19 → 2018-07-13
    Ft. Lauderdale, FL
  • 2004-10-14 → 2006-01-20
    Fidelity Personal Trust Company, Fsb
    Princeton, NJ
Other Businesses

OBA-10820|OrgNmn:JAINDLWITZ LLC|Position: Co-Owner Org Addr: 6663 S GRANDE DR, BOCA RATON, Florida, 33433, US|OBA Nature:THIS LLC OWNS OUR VACATION CONDO IN KEY LARGO, FL|Invst Rel:Yes|Title:MEMBER/MANAGER|Duties:PAY QUARTERLY DUES AND ANY OTHER APPLICABLE BILLS/INVOICES|StrtDt:08/01/2018|TotHrs/mon:1|TrdHrs/mon:0| OrgNmn:JAINDLWITZ INVESTMENTS, LLC|Position: Co-Owner Org Addr:6663 S GRANDE DR, BOCA RATON, Florida, 33433, US|OBA Nature:THIS LLC OWNS OUR VACATION PROPERTY IN ASHEVILLE, NC|Invst Rel:Yes|Title:MEMBER/MANAGER|Duties:PAY ANNUAL DUES AND ANY OTHER APPLICABLE BILLS/INVOICES|StrtDt:08/01/2018|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-21
  • S66 Uniform Combined State Law Examination
    2002-02-21
Designations
Other Names
  • Wendy P Liebowitz
  • Wendy Liebowitz
  • Wendy Pliebowitz Jaindl
  • Wendyp Liebowitz
  • Wendy P Liebowitz
  • Wendy P. Liebowitz

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