Joseph O'MAlley

Current Employers

Employment History

• 08/2012 → Present
  Jpmorgan Securities Llc
  Philadelphia, PA
• 08/2012 → Present
  Jpmorgan Chase Bank Na
  Philadelphia, PA
• 10/2017 → 08/2021
  The Wharton School, The University Of Pennsylvania
  Philadelphia, PA

Previous Registrations

• 2003-11-17 → 2005-09-28
  Horizon Wealth Advisors
  Houston, TX

Other Businesses

Entity Name: The Wharton Club of Philadelphia Investment related: No Address: 1231 Fort Washington, PA http://www.whartonclub.org/ Nature of the other business: The club offers a variety of programs and services to meet this wide range of interests. Position/Title/Relationship: Director Start Date: 01-Jan-2016 Approximate # of hours a month: 2 hours/week Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member Entity Name: BLOCS - Business Leaders Organized for Catholic Schools Investment related: Yes Address: 555 King of Prussia, PA Nature of the other business: Business Leadership Organized for Catholic Schools, BLOCS, is an independent charitable organization supported by individuals, companies, firms and foundations of all sizes in the five county Philadelphia region. Position/Title/Relationship: Director Start Date: 02 Dec 2017 Approximate # of hours a month: 2-3 Approximate # of hours during securities hours: 5-10/year Briefly describe your duties: Have been asked to join the investment committee of BLOCS, to help review and advise on the investment portfolio for the endowment

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-26
• S63 Uniform Securities Agent State Law Examination
  2007-09-19

Other Names

• Joseph Justin O Malley
• Joseph Justin O'MAlley