Delbert Secrist

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

• 08/2015 → 05/2018
  Unemployed
  Newport Beach, CA
• 06/2019 → 09/2019
  Wells Fargo Advisors
  Newport Beach, CA
• 06/2018 → 08/2018
  Beacon Pointe Advisors
  Newport Beach, CA
• 12/2020 → 01/2022
  Employee Relations
  Newport Beach, CA
• 01/2022 → 06/2023
  Paycom
  Irvine, CA
• 07/2023 → 04/2024
  Avair
  Chandler, AZ
• 04/2024 → 10/2024
  First National Capital
  Irvine, CA
• 10/2024 → 07/2025
  Stifel Financial Corp
  Newport Beach, CA
• 09/2018 → 05/2019
  Unemployed
  Dallas, TX
• 10/2019 → 06/2020
  Unemployed
  Dallas, TX
• 08/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 09/2020 → 11/2020
  Unemployed
  Dallas, TX
• 07/2020 → 08/2020
  Ups
  Newport Beach, CA
• 10/2024 → 07/2025
  Stifel, Nicholas & Company, Incorporated
  Newport Beach, CA

Previous Registrations

• 2025-01-07 → 2025-08-07
  Stifel, Nicolaus & Company, Incorporated
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-04

Other Names

• Delbert Secrist
• Delbert L Secrist
• Delbert Secristiv