Albert Boele

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-29
CA	RA	APPROVED	2025-07-28

TX RA
APPROVED

Since 2025-07-29
CA RA
APPROVED

Since 2025-07-28

Branch Locations

4887 Huntington Drive N, Los Angeles, CA 90032 • United States

5301 Whittier Blvd, Los Angeles, CA 90022 • United States

1305 Fair Oaks Avenue, South Pasadena, CA 91030 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
J.P. Morgan Securities Llc	El Monte	CA	10/2018	05/2020
Jpmorgan Chase Bank, N.A.	El Monte	CA	11/2010	05/2020
Boelin Llc	Temple City	CA	01/2013	12/2016
Jpmc Bank Na	South Pasadena	CA	05/2020	Present
J.P. Morgan Securities Llc	South Pasadena	CA	05/2020	Present

10/2018 → 05/2020

J.P. Morgan Securities Llc

El Monte, CA
11/2010 → 05/2020

Jpmorgan Chase Bank, N.A.

El Monte, CA
01/2013 → 12/2016

Boelin Llc

Temple City, CA
05/2020 → Present

Jpmc Bank Na

South Pasadena, CA
05/2020 → Present

J.P. Morgan Securities Llc

South Pasadena, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-28
S63	Uniform Securities Agent State Law Examination	2019-01-29

S66 Uniform Combined State Law Examination

2025-07-28
S63 Uniform Securities Agent State Law Examination

2019-01-29

View on SEC IAPD