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Dane Bettencourt

J.P. Morgan Securities LLC

Irvine, CA

CRD 8134902

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • CA RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Irvine CA 07/2025 Present
Jpmorgan Chase Bank, N.A. Irvine CA 07/2025 Present
Unemployed Irvine CA 06/2023 06/2025
University Of Southern California Los Angeles CA 08/2021 05/2023
Orange Coast College Veteran Resource Center Costa Mesa CA 03/2021 04/2023
Association Of Volleyball Professionals Costa Mesa CA 06/2021 12/2022
Orange Coast College Costa Mesa CA 01/2020 03/2021
Unemployed Winchester CA 07/2019 12/2019
Us Army Jber AK 01/2015 06/2019
  • 07/2025 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 06/2023 → 06/2025
    Unemployed
    Irvine, CA
  • 08/2021 → 05/2023
    University Of Southern California
    Los Angeles, CA
  • 03/2021 → 04/2023
    Orange Coast College Veteran Resource Center
    Costa Mesa, CA
  • 06/2021 → 12/2022
    Association Of Volleyball Professionals
    Costa Mesa, CA
  • 01/2020 → 03/2021
    Orange Coast College
    Costa Mesa, CA
  • 07/2019 → 12/2019
    Unemployed
    Winchester, CA
  • 01/2015 → 06/2019
    Us Army
    Jber, AK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • Dane Stephen Bettencourt

View on SEC IAPD

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