Jessica Jane Rooney

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

• 04/2025 → Present
  J.P. Morgan Securities Llc
  West Harrison, NY
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  West Harrison, NY
• 08/2022 → 03/2025
  Union College
  Schenectady, NY
• 09/2024 → 03/2025
  Investment Fund
  Schenectady, NY
• 09/2021 → 03/2025
  Union College
  Schenectady, NY
• 07/2021 → 09/2024
  Mahopac Golf And Beach Club
  Mahopac, NY
• 06/2024 → 07/2024
  Ridgetop Research
  New York, NY
• 04/2024 → 05/2024
  Pinnacle Associates
  New York, NY
• 04/2015 → 06/2021
  Unemployed
  N/A, NY

Other Businesses

Effective 4/28/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-30

Other Names

• Jessica Jane Rooney
• Jessica Rooney