Felipe A Angeles

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

• 06/2016 → 01/2018
  Axa Advisors, Llc
  New York, NY
• 08/2019 → 07/2023
  First Republic Bank
  San Francisco, CA
• 11/2019 → Present
  First Republic Investment Management, Inc
  San Francisco, CA
• 11/2019 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 01/2018 → 08/2019
  Bay Home And Window
  Pleasanton, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2019-12-17 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2016-10-18 → 2018-01-26
  Equitable Advisors, Llc
  Millbrae, CA
  San Mateo, CA
  San Mateo, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-10-08

Other Names

• Felipe Angeles
• Felipe Armando Angeles