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Ayesha Rinehart

J.P. Morgan Securities LLC

Columbus, OH

CRD 6670224

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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
OH RA APPROVED 2023-08-09
  • OH RA
    APPROVED
    Since 2023-08-09

Branch Locations

2031 West Henderson Road, Columbus, OH 43220 • 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
Fifth Third Bank Westerville OH 01/2015 07/2017
Fifth Third Securities, Inc Westerville OH 05/2016 07/2017
The Huntington National Bank Bexley OH 07/2017 07/2020
The Huntington Investment Company Columbus OH 07/2017 04/2019
Key Investment Services Llc Columbus OH 09/2020 09/2021
Keybank Columbus OH 08/2020 09/2021
Key Corp And Its Affiliates Columbus OH 08/2020 09/2021
J.P. Morgan Securities Llc Dublin OH 06/2023 Present
Jpmorgan Chase Bank, N.A. Dublin OH 09/2021 06/2023
Prosperous Properties Llc New Albany OH 05/2006 Present
Jpmorgan Chase Bank, N.A. Dublin OH 06/2023 Present
  • 01/2015 → 07/2017
    Fifth Third Bank
    Westerville, OH
  • 05/2016 → 07/2017
    Fifth Third Securities, Inc
    Westerville, OH
  • 07/2017 → 07/2020
    The Huntington National Bank
    Bexley, OH
  • 07/2017 → 04/2019
    The Huntington Investment Company
    Columbus, OH
  • 09/2020 → 09/2021
    Key Investment Services Llc
    Columbus, OH
  • 08/2020 → 09/2021
    Keybank
    Columbus, OH
  • 08/2020 → 09/2021
    Key Corp And Its Affiliates
    Columbus, OH
  • 06/2023 → Present
    Dublin, OH
  • 09/2021 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Dublin, OH
  • 05/2006 → Present
    Prosperous Properties Llc
    New Albany, OH
  • 06/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Dublin, OH
Other Businesses

Entity Name: Prosperous Properties LLC Investment related: No "Address: New albany, oh 43054" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It holds 1 investment property currently used as rental. Part owner of small wine bistro/restaurant. Family member Allan more is 50% owner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2016-07-12
  • S66 Uniform Combined State Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2016-07-12
Other Names
  • Ayesha Najla Rinehart
  • Ayesha Najla Josey
  • Ayesha N. Josey
  • Ayesha Rinehart
  • Ayesha Josey
  • Ayesha N. Rinehart

View on SEC IAPD

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