John R. Piccard

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2020 → 08/2020
  J.P. Morgan Private Bank
  Lawrence, NY
• 07/2019 → 08/2019
  Strategas Research Partners
  New York, NY
• 08/2017 → 05/2021
  Boston College
  Chestnut Hill, MA
• 06/2021 → 06/2021
  Unemployed
  Lawrence, NY
• 06/2016 → 08/2018
  The Rockaway Hunting Club
  Lawrence, NY
• 08/2018 → 07/2019
  Unemployed
  Brooklyn, NY
• 08/2019 → 08/2019
  The Rockaway Hunting Club
  Lawrence, NY

Other Businesses

Entity Name: Heartshare Investment related: No Address: 330 Jay St, 29th Floor, Brooklyn, NY 11201 Nature of the other business: Nonprofit  Position/Title/Relationship: Board Member Start Date: 12/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My role is a member of the Associate Board of Heartshare. This role is not similar to my firm role. I have helped with an event called Artshare (via Heartshare).

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05

Other Names

• John Reilly Piccard