John Doran

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

• 05/2017 → 11/2017
  Edward Jones
  Bayside, NY
• 09/2015 → 05/2017
  Unemployed
  Little Neck, NY
• 12/2017 → Present
  J.P. Morgan Securities Llc
  New City, NY
• 12/2017 → Present
  Jpmorgan Chase Bank, N.A.
  New City, NY

Previous Registrations

• 2017-05-19 → 2017-11-30
  Edward Jones
  Little Neck, NY
  St Louis, MO
  Little Neck, NY
  Bayside, NY
• 2012-10-24 → 2015-09-02
  J.P. Morgan Securities Llc
  Tampa, FL
  Little Neck, NY
  Tampa, FL
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-10
• S63 Uniform Securities Agent State Law Examination
  1996-02-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John B Doran
• John Burns Doran