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Gerald David Dolinsky

J.P. Morgan Securities LLC

Cypress, TX

CRD 4779257

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-10-01
  • TX RA
    APPROVED
    Since 2012-10-01

Branch Locations

24230 Northwest Fwy, Reserve C, Cypress, TX 77429 • 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
J.P. Morgan Securities Llc Cypress TX 10/2012 Present
Jpmorgan Chase Bank, N.A. Cypress TX 06/2012 Present
Previous Registrations
  • 2012-06-20 → 2012-10-01
    Chase Investment Services Corp.
    Houston, TX
    Houston, TX
  • 2004-07-09 → 2012-06-21
    Valic Financial Advisors, Inc.
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-08
S63 Uniform Securities Agent State Law Examination 2004-04-02
  • S65 Uniform Investment Adviser Law Examination
    2004-07-08
  • S63 Uniform Securities Agent State Law Examination
    2004-04-02
Designations
  • Certified Financial Planner
Other Names
  • Jerry David Dolinsky
  • Jerry Dolinsky

View on SEC IAPD

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