James Crowley

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

• 02/2025 → 07/2025
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 02/2024 → 01/2025
  Unemployed
  Palm Beach, FL
• 10/2020 → 01/2024
  Cantor Fitzgerald
  London
• 06/2018 → 07/2020
  Lombard Forte Securities Ltd.
  London
• 12/2017 → 05/2018
  Unemployed
  London
• 03/2015 → 11/2017
  Knight Frank Llp
  London
• 08/2020 → 09/2020
  Unemployed
  London
• 08/2025 → Present
  J.P. Morgan Securities Llc
  Jupiter, FL
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Jupiter, FL

Previous Registrations

• 2025-04-23 → 2025-08-01
  Oppenheimer & Co. Inc.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-12

Other Names

• James W Crowley
• James William Patrick Crowley