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Jessica Z. Faler

J.P. Morgan Securities LLC

Englewood, CO

CRD 6054212

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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 2019-10-02
CO RA APPROVED 2017-10-23
  • TX RA
    APPROVED
    Since 2019-10-02
  • CO RA
    APPROVED
    Since 2017-10-23

Branch Locations

3435 S University Blvd, Englewood, CO 80113 • 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
Jpmorgan Chase Bank, N.A. Englewood CO 03/2011 Present
J.P. Morgan Securities Llc Englewood CO 10/2012 Present
Perry Dairy Real Estate Holdings, Llc. Littleton CO 11/2018 Present
  • 03/2011 → Present
    Jpmorgan Chase Bank, N.A.
    Englewood, CO
  • 10/2012 → Present
    Englewood, CO
  • 11/2018 → Present
    Perry Dairy Real Estate Holdings, Llc.
    Littleton, CO
Other Businesses

Entity Name: Jessica and Eric Faler Investment related: No "Address: AB 631 J B Pruitt Survey, TR 3A Murchison, TX 75778" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I recently purchased about 13 acres of farm land in East Texas. I am leasing it out for Agricultural use. The land will have cover crop planted yearly and run Black Angus Steers to feed out. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PERRY DAIRY REAL ESTATE HOLDINGS, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/19/2018 ADDRESS: 9757 Littleton CO DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-14
  • S66 Uniform Combined State Law Examination
    2017-10-14
Other Names
  • Jess Zadie Perry
  • Jessica Z Perry
  • Jessica Perry
  • Jess Perry
  • Jess Z Perry
  • Jesi Perry
  • Jesi Z Perry
  • Jesi Zadie Perry
  • Jessica Zadie Perry
  • Jessica Z. Perry

View on SEC IAPD

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