Aidan Vincent Donnelly

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 → 09/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2016 → 12/2016
  Cvs Pharmacy
  Bryn Mawr, PA
• 09/2013 → 06/2017
  Radnor Senior High School
  Wayne, PA
• 08/2017 → 01/2020
  The Pennsylvania State University
  State College, PA
• 05/2019 → 01/2020
  Harvest Seasonal Wine Bar And Grill
  Radnor, PA
• 06/2017 → 08/2018
  Gullifty's
  Bryn Mawr, PA
• 05/2021 → 07/2021
  Unemployed
  Bryn Mawr, PA
• 09/2023 → 08/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2020 → 03/2020
  Faculdade De Ciências Sociais E Humanas Da Universidade Nova De
  Lisboa
• 03/2020 → 05/2020
  Faculdade De Ciências Sociais E Humanas Da Universidade Nova De
  Bryn Mawr, PA
• 05/2020 → 05/2021
  The Pennsylvania State University
  State College, PA
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Garden City, NY
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Garden City, NY

Previous Registrations

• 2023-11-20 → 2024-09-11
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-17
• S63 Uniform Securities Agent State Law Examination
  2021-09-03

Other Names

• Aidan V Donnelly