Donna Jean Helm Morris

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

• 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

• 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