Roberto Emilio Pellico

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

• 08/2015 → 03/2018
  Goldman, Sachs & Co.
  Miami, FL
• 04/2018 → 04/2019
  Insar
  Monterrey
• 04/2019 → 09/2025
  Gt Global
  Houston, TX
• 10/2025 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX

Other Businesses

the name of the other business; 4spen LLC whether the business is investment-related; no the address of the other business;25740 Haven Lake Dr, Tomball Texas 77375 the nature of the other business; Invest in private, local, real estate projects your position; manager of the LLC title, or relationship with the other business; manager the start date of your relationship; 01/17/2023 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; process capital calls, review statements, file taxes

Exams

• S66 Uniform Combined State Law Examination
  2025-12-05
• S63 Uniform Securities Agent State Law Examination
  2012-10-27

Other Names

• Roberto Pellico
• Roberto Emilio Pellico
• Roberto Emilio Pellico Villarreal