Patrick Ryan Henry

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 10/2018
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2015 → 10/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2018 → Present
  Jpmorgan Chase Bank, N.A.
  White Plains, NY
• 10/2018 → Present
  Jpmorgan Securities, Llc.
  White Plains, NY

Previous Registrations

• 2009-06-01 → 2018-10-09
  Morgan Stanley
  New York, NY
• 2009-02-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2007-11-19 → 2009-03-04
  Ubs Financial Services Inc.
  New York, NY
  New York, NY

Other Businesses

Effective 10/5/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-31
• S63 Uniform Securities Agent State Law Examination
  2002-02-02

Designations

• Certified Financial Planner