Melanie M Sheedy

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

• 04/2010 → 08/2021
  The Sheedy Family Living Trust
  Cary, IL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Lake Zurich, IL
• 11/2001 → Present
  Jpmorgan Chase Bank, N.A.
  Lake Zurich, IL

Previous Registrations

• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Lake Zurich, IL
  Palatine, IL
  Barrington, IL
  Chicago, IL
  Lake Zurich, IL
• 2001-12-05 → 2005-07-06
  Banc One Securities Corporation
  Lake Zurich, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-28
• S63 Uniform Securities Agent State Law Examination
  2000-06-19

Designations

• Certified Financial Planner

Other Names

• Melanie Madonna Wohlwend
• Melanie Madonna Wohlwend
• Melanie Madonna Sheedy