Piers Ross

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

• 08/2018 → 01/2021
  Risa Tech Inc
  Foothill Ranch, CA
• 11/2017 → 07/2018
  United States Soccer Federation
  Chicago, IL
• 01/2017 → 01/2018
  Orange County Soccer Club
  Irvine, CA
• 01/2016 → 01/2017
  San Diego State University
  San Diego, CA
• 02/2021 → 04/2021
  Unemployed
  Costa Mesa, CA
• 05/2021 → 06/2021
  Pacific Premier Trust/Kforce
  Irvine, CA
• 06/2021 → 03/2022
  Northwestern Mutual Investment Services Llc
  Irvine, CA
• 06/2021 → 03/2022
  Shea Reza
  Irvine, CA
• 04/2022 → 05/2025
  Morgan Stanley
  Newport Beach, CA
• 04/2022 → 05/2025
  Morgan Stanley/E*Trade Securities Llc
  Newport Beach, CA
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 06/2021 → 04/2022
  Northwestern Mutual
  Irvine, CA
• 06/2025 → 06/2025
  Unemployed
  Irvine, CA

Previous Registrations

• 2022-04-18 → 2025-06-02
  Morgan Stanley
  Newport Beach, CA
  Irvine, CA
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-03
• S63 Uniform Securities Agent State Law Examination
  2021-01-04

Other Names

• Piers Kenneth Ross
• Piers Ross