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Donna Jean Helm Morris

J.P. Morgan Securities LLC

Boston, MA

Palm Beach, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-24
TX RA APPROVED 2023-11-07
  • FL RA
    APPROVED
    Since 2024-01-24
  • TX RA
    APPROVED
    Since 2023-11-07

Branch Locations

50 Rowes Wharf, Boston, MA 02110 • United States

205 Royal Palm Way, Palm Beach, FL 33480 • 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
Jpmorgan Securities Llc Palm Beach FL 05/2015 Present
Jpmorgan Chase Bank Na Palm Beach FL 01/2017 Present
Brighton Collectibles Wellington FL 10/2019 02/2020
  • 05/2015 → Present
    Jpmorgan Securities Llc
    Palm Beach, FL
  • 01/2017 → Present
    Jpmorgan Chase Bank Na
    Palm Beach, FL
  • 10/2019 → 02/2020
    Brighton Collectibles
    Wellington, FL
Previous Registrations
  • 2013-09-25 → 2015-06-02
    Pnc Wealth Management Llc
    Wilmington, DE
  • 2009-06-01 → 2013-10-14
    Morgan Stanley
    Greenville, DE
    Greenville, DE
    Greenville, DE
    Philadelphia, PA
    Greenville, DE
  • 2007-05-01 → 2009-06-01
    Morgan Stanley & Co. Llc
    Wilmington, DE
    Irvine, CA
  • 2007-03-20 → 2007-04-23
    Finacorp Securities
    Irvine, CA
  • 2006-05-01 → 2006-12-20
    Msi Financial Services, Inc.
    Irvine, CA
  • 1997-07-08 → 2004-09-23
    Citigroup Global Markets Inc.
    Rancho Bernardo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
S65 Uniform Investment Adviser Law Examination 2000-09-21
S63 Uniform Securities Agent State Law Examination 1997-10-23
  • S66 Uniform Combined State Law Examination
    2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2000-09-21
  • S63 Uniform Securities Agent State Law Examination
    1997-10-23
Other Names
  • Donna Jean Helm
  • Donna Jean Wegand
  • Donna Jean Wegand
  • Donna J Tafoya
  • Donna Jean Tafoya
  • Donna J Tafoya
  • Donna J Helm

View on SEC IAPD

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BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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