Maureen Mcnally

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

• 10/2009 → 04/2017
  First Republic Securities Company
  New York, NY
• 04/2017 → 10/2023
  First Republic Securities Company, Llc
  New York, NY
• 04/2017 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2010-07-14 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  New York, NY
• 2009-10-29 → 2010-09-30
  First Republic Wealth Advisors, Llc
  New York, NY
• 2009-06-01 → 2009-10-19
  Morgan Stanley
  New York, NY
• 2008-06-17 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

Name: Client's Trust Account Investment-Related: Yes Position/ Title: Trustee Duties: Mrs. McNally will act in the capacity of co-Trustee for a client account.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-12

Other Names

• Maureen E Mcnally
• Maureen Mcnally
• Maureen Ellen Mcnally