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Jenai Patrick

J.P. Morgan Securities LLC

New York, NY

CRD 7410299

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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
NY RA APPROVED 2024-08-09
TX RA APPROVED 2022-11-16
  • NY RA
    APPROVED
    Since 2024-08-09
  • TX RA
    APPROVED
    Since 2022-11-16

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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
J.P. Morgan Securities Llc Philadelphia PA 07/2021 Present
Jpmorgan Chase Bank, N.A. Philadelphia PA 07/2021 Present
Claires Boutique Brooklyn NY 08/2015 05/2019
Lincoln University Lincoln University PA 08/2017 05/2021
Jpmorgan Chase Bank Wilimington DE 06/2019 08/2019
Claires Boutique Brooklyn NY 09/2019 05/2021
Unemployed Brooklyn NY 06/2021 06/2021
  • 07/2021 → Present
    J.P. Morgan Securities Llc
    Philadelphia, PA
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Philadelphia, PA
  • 08/2015 → 05/2019
    Claires Boutique
    Brooklyn, NY
  • 08/2017 → 05/2021
    Lincoln University
    Lincoln University, PA
  • 06/2019 → 08/2019
    Jpmorgan Chase Bank
    Wilimington, DE
  • 09/2019 → 05/2021
    Claires Boutique
    Brooklyn, NY
  • 06/2021 → 06/2021
    Unemployed
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-19
  • S66 Uniform Combined State Law Examination
    2022-01-19
Other Names
  • Jenai Victoria Patrick

View on SEC IAPD

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