John Charles Mcnamee

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

• 01/1996 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 07/2011 → 11/2020
  Bank Of America, N.A.
  Los Angeles, CA
• 11/2020 → 10/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 11/2020 → Present
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2020-11-13 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 1997-07-08 → 2020-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

For profit or not for profit: Non-Profit Organization Name of outside business organization: Catholic Community Foundation of Los Angeles Investment related: N Address of business: Los Angeles, California 90010 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 11/1/2019 Number of hours devoted: 6 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Will be a member of the Board of Directors or an organization created to make social and economic change the improve neighborhoods served by the Archdiocese of Los Angeles. Name and address: Catholic Community Foundation of Los Angeles 3440 Wilshire Blvd. Los Angeles CA 90010 Investment-related: Yes Nature of Business: Donor advised fund Position: Investment Committee, Board Member Description of duties: Board related duties Start Date: 12/3/2019 Approx number of hour each month: 4 Number of hours during trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-17
• S63 Uniform Securities Agent State Law Examination
  1996-04-26

Other Names

• John C Mcnamee