Widneliz Morales De Jesus

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

• 11/2013 → 08/2017
  Bloomingdales The Outlet Store
  Estero, FL
• 11/2017 → 07/2018
  Topshop Topman
  Aventura, FL
• 09/2018 → 04/2022
  Fifth Third Bank
  Fort Myers, FL
• 08/2022 → 06/2024
  Merrill Lynch/Bank Of America
  Cape Coral, FL
• 05/2022 → 07/2022
  Unemployed
  Fort Myers, FL
• 06/2024 → Present
  J.P. Morgan Securities Llc
  Lehigh Acres, FL
• 06/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Lehigh Acres, FL
• 09/2017 → 10/2017
  Unemployed
  North Miami, FL
• 08/2018 → 08/2018
  Unemployed
  Fort Myers, FL

Previous Registrations

• 2022-11-07 → 2024-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cape Coral, FL
  Cape Coral, FL
  Palm Beach Gardens, FL
  Fort Myers, FL
• 2021-06-09 → 2022-04-19
  Fifth Third Securities, Inc.
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-08
• S63 Uniform Securities Agent State Law Examination
  2021-04-12

Other Names

• Widneliz Morales De Jesus
• Nelly Morales
• Widneliz Morales
• Widneliz Moralesdejesus