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Jason Alessi

J.P. Morgan Securities LLC

Birmingham, MI

CRD 6647288

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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 2022-11-17
MI RA APPROVED 2021-10-05
  • TX RA
    APPROVED
    Since 2022-11-17
  • MI RA
    APPROVED
    Since 2021-10-05

Branch Locations

480 Pierce St Floor 02, Birmingham, MI 48009 • 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 Na Birmingham MI 05/2021 Present
Jpmorgan Securities Llc Birmingham MI 05/2021 Present
The Martec Group Royal Oak MI 08/2018 04/2021
Merrill Lynch Chicago IL 06/2017 08/2017
Yale University New Haven CT 08/2014 05/2018
Unemployed Bloomfield Hills MI 06/2018 07/2018
  • 05/2021 → Present
    Jpmorgan Chase Bank Na
    Birmingham, MI
  • 05/2021 → Present
    Jpmorgan Securities Llc
    Birmingham, MI
  • 08/2018 → 04/2021
    The Martec Group
    Royal Oak, MI
  • 06/2017 → 08/2017
    Merrill Lynch
    Chicago, IL
  • 08/2014 → 05/2018
    Yale University
    New Haven, CT
  • 06/2018 → 07/2018
    Unemployed
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-05
  • S66 Uniform Combined State Law Examination
    2021-10-05
Other Names
  • Jason Alessi
  • Jason Michael Alessi

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC

Nearby Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI

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