Michael C Morrone

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

• 02/2007 → 10/2021
  Wells Fargo Bank
  San Francisco, CA
• 07/2021 → 10/2021
  Wells Fargo Clearing Services
  San Francisco, CA
• 10/2021 → Present
  First Republic Securities Company Llc
  San Francisco, CA
• 10/2021 → Present
  First Republic Investment Management, Inc.
  San Francisco, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 08/2022 → Present
  Longwood Holdco, Llc
  Tampa, FL

Previous Registrations

• 2021-10-08 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2021-10-04 → 2021-10-15
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  San Francisco, CA

Other Businesses

Entity Name: Longwood Holdco, LLC Investment related: Yes Address: Tampa, FL 33606 Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 08/23/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Holding company owns a car wash. I am a passive investor and do not have any roles or responsibilities. No connection to JMPC."

Exams

• S66 Uniform Combined State Law Examination
  2021-10-02

Other Names

• Michael Christopher Morrone