Alexander C. Gelbert

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

• 06/2015 → 10/2019
  Janus Management Holdings Corp
  Denver, CO
• 06/2015 → 10/2019
  Janus Henderson Distributors
  Denver, CO
• 02/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Sarasota, FL
• 02/2021 → Present
  Jp Morgan Securities, Llc
  Sarasota, FL
• 11/2019 → 08/2020
  Unemployed
  Bradenton, FL
• 09/2020 → 12/2020
  Pandadoc
  Bradenton, FL
• 01/2021 → 01/2021
  Unemployed
  Bradenton, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-04-08
• S63 Uniform Securities Agent State Law Examination
  2015-04-25

Other Names

• Alex Gelbert
• Alexander Charles Gelbert