Leonard John Achenbach

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

• 08/2013 → 02/2024
  Axa Advisors, Llc
  New York, NY
• 05/2013 → 02/2024
  Equitable Advisors, Llc
  New York, NY
• 03/2024 → Present
  J.P. Morgan Securities Llc
  La Crescenta, CA
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  La Crescenta, CA

Previous Registrations

• 2013-09-12 → 2024-03-01
  Equitable Advisors, Llc
  Sherman Oaks, CA
  Woodland Hills, CA
  Woodland Hills, CA
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06
• S63 Uniform Securities Agent State Law Examination
  2004-02-12

Other Names

• L. John Achenbach
• John Achenbach
• L John Achenbach
• Leonard J Achenbach
• Leonard Achenbach
• Lj Achenbach
• Leonard John Achenbach