Leah Trietiak

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

• 08/2016 → 10/2022
  K9 P.I., Inc.
  Palm Beach Gardens, FL
• 10/2022 → 06/2024
  Apo Financial Services, Inc.
  Westminster, CO
• 10/2022 → 06/2024
  Asset Protect One, Inc.
  Westminster, CO
• 07/2024 → 11/2025
  Singer Wealth Advisors Llc
  Boca Raton, FL
• 11/2025 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 12/2024 → 11/2025
  Liora Wealth Llc
  Jupiter, FL
• 07/2021 → 09/2023
  Sterling Contract Management
  Jupiter, FL
• 01/2021 → 03/2022
  Holiday Acres, Llc
  Palm Beach Gardens, FL
• 08/2020 → 07/2021
  Health Tech Distributors
  Palm Beach Gardens, FL
• 02/2017 → 05/2020
  Escape 60 Llc Dba Mindquest Escape Games
  Palm Beach Gardens, FL

Previous Registrations

• 2024-07-20 → 2025-11-24
  Singer Wealth Advisors Llc
  Boca Raton, FL
• 2023-01-17 → 2024-07-09
  Apo Financial Services, Llc
  Westminster, CO
  Palm Beach Gardens, FL
• 2015-08-25 → 2016-08-03
  Morgan Stanley
  Palm Beach Gardens, FL
• 2015-02-02 → 2015-09-10
  Rbc Capital Markets, Llc
  Palm Beach Gardens, FL
• 2008-05-29 → 2014-03-24
  Ubs Financial Services Inc.
  West Palm Beach, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-19
• S65 Uniform Investment Adviser Law Examination
  2022-12-19
• S66 Uniform Combined State Law Examination
  2008-04-21

Other Names

• Leah Marie Bryant
• Leah Marie Marshall
• Leah Marie Bryant
• Leah M Trietiak
• Leah Trietiak
• Leah Marie Trietiak