John Pappas

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

• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2024 → 01/2026
  Wilmington Trust
  New York, NY
• 06/2024 → 10/2024
  Unemployed
  New York, NY
• 08/2021 → 05/2024
  Fidelity Investments
  Boston, MA
• 10/2020 → 07/2021
  Unemployed
  Boston, MA
• 08/2020 → 09/2020
  Albany Academy
  Albany, NY
• 06/2020 → 07/2020
  Unemployed
  Albany, NY
• 08/2016 → 05/2020
  Providence College
  Providence, RI
• 01/2015 → 07/2018
  Crocetta Bros & Co Inc
  Schenectady, NY
• 05/2017 → 07/2017
  Bimbo Bakeries Usa, Inc
  Albany, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-06
• S63 Uniform Securities Agent State Law Examination
  2022-01-07

Other Names

• John William Pappas
• John Pappas