Jeffrey Ryan Palesano

J.P. Morgan Securities LLC

CRD 5571947

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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:

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-25
TX	RA	APPROVED	2026-04-25

CA RA
APPROVED

Since 2026-04-25
TX RA
APPROVED

Since 2026-04-25

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Irvine	CA	03/2026	Present
Jpmorgan Chase Bank, N.A.	Irvine	CA	08/2017	Present
Wells Fargo	Corona	CA	02/2010	09/2017

03/2026 → Present

J.P. Morgan Securities Llc

Irvine, CA
08/2017 → Present

Jpmorgan Chase Bank, N.A.

Irvine, CA
02/2010 → 09/2017

Wells Fargo

Corona, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-28

S66 Uniform Combined State Law Examination

2026-03-28

Other Names

Jeffrey Ryan Palesano
Jeffrey R Palesano

View on SEC IAPD

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