Jerome P Villella

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

• 05/2005 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX

Other Businesses

Entity Name: Jesuit Foundation Investment Committee Investment related: Y Address: 12345 Inwood Rd. Dallas, TX 75244 https://www.jesuitdallas.org/giving/jesuit-foundation Nature of the other business: Foundation Position/Title/Relationship: Investment Committee Start Date: 08/16/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: The board meets once per quarter for 2-3 hours. Briefly describe your duties: The Investment Committee consists of members that guide the investment allocation for Foundation portfolio.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-07
• S63 Uniform Securities Agent State Law Examination
  1998-06-02

Other Names

• Jerry Villella
• Jerome P Villella
• Jerome Patrick Villella