Joseph M. Jelinek

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Longmont, CO
• 06/2024 → 09/2024
  Podcastai
  Fort Collins, CO
• 08/2024 → 09/2024
  Final Boss Sour
  Fort Collins, CO
• 03/2011 → Present
  Jpmorgan Chase Bank, N.A.
  Longmont, CO

Previous Registrations

• 2011-03-17 → 2012-10-01
  Chase Investment Services Corp.
  Loveland, CO
  Fort Collins, CO
  Longmont, CO
  Longmont, CO
  Loveland, CO
  Longmont, CO
• 2011-01-03 → 2011-03-21
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
• 2010-04-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Fort Collins, CO
• 2007-07-12 → 2010-04-05
  Wells Fargo Clearing Services, Llc
  Greeley, CO
  Denver, CO
  Fort Collins, CO
  Aurora, CO
  Aurora, CO
• 2006-07-26 → 2007-07-03
  Cetera Wealth Services, Llc
  Windsor, CO
  Loveland, CO
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2005-12-22
• S63 Uniform Securities Agent State Law Examination
  2005-04-28

Other Names

• Joseph Michael Jelinek