Paula Marie Dolan

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

• 09/2011 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2005 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2009 → Present
  Jp Morgan Chase & Co.
  New York, NY
• 04/2019 → 11/2024
  Dolan Franchise Group, Llc.
  Garden City, NY

Other Businesses

Entity Name: Council 1869 Investment related: No "Address: https://www.council1869.org/Council 1869, Inc. PO Box 366 Garden City, NY 11530" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2024 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Council 1869 is a collaborative of individuals, families, corporations, and local businesses committed to breaking the cycle of poverty and providing equitable opportunities to families living in our most under-resourced communities. Council/Board Member. Responsibilities are not similar to my role at JPM, and there is no connection to JMPC, however the President is a client of the Morgan Team. He is a personal friend and our connection has nothing to do with JPMC."

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-23
• S63 Uniform Securities Agent State Law Examination
  2011-10-14