Monica Adriana Marciano

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

• 04/2026 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 04/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 10/2023 → Present
  Bm Consulting
  Los Angeles, CA
• 03/2025 → 12/2025
  Wells Fargo Bank, N.A.
  Los Angeles, CA
• 09/2016 → 06/2024
  City National Bank, An Rbc Company
  Beverly Hills, CA
• 08/2008 → 09/2016
  Morgan Stanley
  Beverly Hills, CA

Previous Registrations

• 2025-04-29 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  St. Louis, MO
• 2017-07-14 → 2024-06-17
  Rbc Capital Markets, Llc
  Beverly Hills, CA
  Los Angeles, CA
  New York, NY
  Stamford, CT
• 2009-06-01 → 2016-09-30
  Morgan Stanley
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Beverly Hills, CA
• 2008-08-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  Los Angeles, CA
• 2007-12-12 → 2008-08-25
  Lehman Brothers Inc.
  Los Angeles, CA

Other Businesses

(1) Effective 4/13/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. (2) NAME OF OTHER BUSINESS: BM Consulting IS THIS OTHER BUSINESS INVESTMENT RELATED?: No ADDRESS:, Los Angeles,CA,90025,USA NATURE OF OTHER BUSINESS: Provide coaching/support to individuals YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS: Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP: 2023-10-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 8 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Sole prop- Provide coaching/support to individuals getting divorced, divorced and or single working parent. Wellbeing/Wellness Coaching. IS THIS A RESIDENTIAL ADDRESS?: Yes

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Other Names

• Monica Marciano
• Monica Adriana Marciano
• Monica Marciano
• Monica Adriana Aguilera