Madison Rose Helfrich

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

• 07/2022 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2022 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2021 → 07/2022
  College Of The Holy Cross
  Worcester, MA
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, Na
  New York, NY
• 05/2020 → 08/2020
  New Canaan Group
  Shelton, CT
• 06/2019 → 11/2019
  Tea With Tracy Tearoom
  Seymour, CT
• 06/2018 → 08/2018
  Market 32 - Price Chopper
  Oxford, CT
• 09/2018 → 05/2019
  Unemployed
  Seymour, CT
• 07/2012 → 05/2018
  Unemployed
  Seymour, CT
• 12/2019 → 04/2020
  Unemployed
  Seymour, CT
• 09/2020 → 05/2021
  Unemployed
  Seymour, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-08-30

Other Names

• Maddie Rose Brenchak
• Madison Rose Brenchak