Elena Rocanelli Veale

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

• 10/2014 → 05/2018
  Haverford College Athletics
  Haverford, PA
• 09/2015 → 05/2018
  Haverford College Phonathon
  Haverford, PA
• 08/2014 → 05/2018
  Haverford College
  Haverford, PA
• 05/2017 → 08/2018
  Strive: How You Lead Matters
  Wilmington, DE
• 09/2018 → 07/2022
  The Vanguard Group Inc
  Malvern, PA
• 06/2024 → Present
  Jpmorganchase Bank Na
  New York, NY
• 06/2024 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2022 → 05/2024
  Cornell University
  Ithaca, NY

Previous Registrations

• 2019-10-01 → 2022-07-29
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-19
• S63 Uniform Securities Agent State Law Examination
  2018-10-31

Designations

• Certified Financial Planner

Other Names

• Elena Veale
• Elena Rocanelli Veale
• Elena R Veale