Owen Codo

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  Walnut Creek, CA
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Walnut Creek, CA
• 05/2024 → 06/2025
  Unemployed
  San Diego, CA
• 02/2024 → 04/2024
  Aztec Shops, Ltd.
  San Diego, CA
• 01/2024 → 01/2024
  Unemployed
  San Diego, CA
• 07/2023 → 12/2023
  Blueprint Equity
  La Jolla, CA
• 06/2022 → 11/2023
  Accord Carton
  Alsip, IL
• 09/2022 → 08/2023
  Univeristy Growth Fund
  San Diego, CA
• 09/2020 → 05/2022
  Unemployed
  Naperville, IL
• 04/2020 → 08/2020
  Accord Carton
  Alsip, IL
• 11/2019 → 03/2020
  Unemployed
  Naperville, IL
• 07/2019 → 10/2019
  Shakou Naperville Llc
  Naperville, IL
• 06/2019 → 08/2019
  Naper Carriage Hill
  Napervilled, IL
• 09/2018 → 05/2019
  Unemployed
  Naperville, IL
• 05/2018 → 08/2018
  Naper Carriage Hill
  Naperville, IL
• 07/2015 → 04/2018
  Unemployed
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-02

Other Names

• Cody William Codo
• Owen William Codo