Philip Volpe

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

• 02/2017 → 12/2024
  Morgan Stanley
  Pepper Pike, OH
• 08/2011 → 12/2016
  Youngstown State University
  Youngstown, OH
• 04/2017 → 12/2024
  Morgan Stanley Private Bank National Asssociation
  New York, NY
• 12/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Cleveland, OH
• 12/2024 → Present
  J.P. Morgan Securities Llc
  Cleveland, OH
• 01/2017 → 01/2017
  Unemployed
  Girard, OH
• 08/2017 → 08/2026
  Self-Employed
  Canfield, OH

Previous Registrations

• 2017-04-28 → 2024-12-12
  Morgan Stanley
  Canfield, OH
  Pepper Pike, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-04-28

Other Names

• Philip Allen Monrean
• Phillip Av Monrean
• Philip Allen Volpe-Monrean
• Philip Avolpe Monrean
• Philliip Monrean
• Philip Allen Volpe