Best Investors Account Sign in

Valerie A. Vannelli

J.P. Morgan Securities LLC

Columbus, OH

New York, NY

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-31
TX RA APPROVED 2022-01-25
  • OH RA
    APPROVED
    Since 2022-01-31
  • TX RA
    APPROVED
    Since 2022-01-25

Branch Locations

3401 Morse Xing, Floor 01, Columbus, OH 43219 • United States

277 Park Ave, Floor 36, New York, NY 10172 • 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
Jp Morgan Securities Llc Westerville OH 12/2016 Present
Unemployed Pataksala OH 03/2016 11/2016
Jpmorgan Chase Bank Westerville OH 12/2016 Present
  • 12/2016 → Present
    Jp Morgan Securities Llc
    Westerville, OH
  • 03/2016 → 11/2016
    Unemployed
    Pataksala, OH
  • 12/2016 → Present
    Jpmorgan Chase Bank
    Westerville, OH
Previous Registrations
  • 2012-04-30 → 2016-02-23
    Pnc Wealth Management Llc
    Columbus, OH
    Columbus, OH
    Columbus, OH
  • 2009-11-13 → 2010-12-08
    Pnc Wealth Management Llc
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Reynoldsburg, OH
  • 2007-01-19 → 2009-11-13
    Natcity Investments, Inc.
    Cincinnati, OH
    Reynoldsburg, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Huber Heights, OH
    Columbus, OH
    Hilliard, OH
    Columbus, OH
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-20
S63 Uniform Securities Agent State Law Examination 2003-07-22
  • S65 Uniform Investment Adviser Law Examination
    2006-12-20
  • S63 Uniform Securities Agent State Law Examination
    2003-07-22
Other Names
  • Valerie Ann Sanders
  • Valerie Ann Vannelli

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor