Patrick Reed

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

• 07/2015 → 02/2018
  Tfo-Tdc, Llc
  Maumee, OH
• 03/2017 → 02/2018
  One To One, Llc
  Maumee, OH
• 02/2018 → Present
  First Republic Investment Management, Inc.
  Santa Barbara, CA
• 04/2019 → 10/2023
  First Republic Securities Company, Llc
  Santa Barbara, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Santa Barbara, CA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Santa Barbara, CA

Previous Registrations

• 2018-02-20 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Santa Barbara, CA
• 2016-03-15 → 2018-02-09
  Tfo Wealth Partners
  Maumee, OH
• 2017-03-07 → 2018-02-09
  One To One, Llc
  Maumee, OH

Other Businesses

1) Pacific Oaks Academy; not investment-related; Camarillo, CA; Elementary school; Board member; 9/18/2023; 4 hours per month; 1 hour during trading hours; Assist with forming the school & provide direction once established.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-23
• S65 Uniform Investment Adviser Law Examination
  2016-03-14

Other Names

• Patrick Reardon Reed