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Bryn Felitto

J.P. Morgan Securities LLC

Houston, TX

CRD 7270800

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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 2024-10-02
  • TX RA
    APPROVED
    Since 2024-10-02

Branch Locations

600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • 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 Palm Beach FL 06/2020 07/2022
Jpmorgan Securities Llc Palm Beach FL 06/2020 07/2022
Jpmorgan Chase Bank Na New York NY 05/2019 08/2019
Notre Dame Clinical Law School South Bend IN 01/2019 05/2019
Lightview Capital Summit NJ 05/2018 08/2018
University Of Notre Dame Notre Dame IN 08/2017 05/2020
The Observer Notre Dame IN 02/2018 05/2019
Jpmorgan Chase Bank Na Palm Beach FL 01/2023 Present
Jpmorgan Securities Llc Palm Beach CA 01/2023 Present
Bny Mellon West Palm Beach FL 07/2022 12/2022
Twin Brooks Country Club Llc Watchung NJ 05/2016 11/2016
Twin Brooks Country Club Llc Watchung NJ 05/2017 11/2017
Unemployed Westfield NJ 12/2016 04/2017
  • 06/2020 → 07/2022
    Jpmorgan Chase Bank Na
    Palm Beach, FL
  • 06/2020 → 07/2022
    Jpmorgan Securities Llc
    Palm Beach, FL
  • 05/2019 → 08/2019
    Jpmorgan Chase Bank Na
    New York, NY
  • 01/2019 → 05/2019
    Notre Dame Clinical Law School
    South Bend, IN
  • 05/2018 → 08/2018
    Lightview Capital
    Summit, NJ
  • 08/2017 → 05/2020
    University Of Notre Dame
    Notre Dame, IN
  • 02/2018 → 05/2019
    The Observer
    Notre Dame, IN
  • 01/2023 → Present
    Jpmorgan Chase Bank Na
    Palm Beach, FL
  • 01/2023 → Present
    Jpmorgan Securities Llc
    Palm Beach, CA
  • 07/2022 → 12/2022
    Bny Mellon
    West Palm Beach, FL
  • 05/2016 → 11/2016
    Twin Brooks Country Club Llc
    Watchung, NJ
  • 05/2017 → 11/2017
    Twin Brooks Country Club Llc
    Watchung, NJ
  • 12/2016 → 04/2017
    Unemployed
    Westfield, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2020-08-07
Other Names
  • Bryn Wegryn
  • Bryn Felitto

View on SEC IAPD

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