Joseph Eugene Donnelly

Current Employers

Employment History

• 12/2010 → 10/2021
  Morgan Stanley Smith Barney
  Aventura, FL
• 01/2015 → 10/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 10/2021 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 04/2022 → 03/2023
  Dd Capital
  Doral, FL
• 07/2022 → Present
  Dd Realty Capital Llc
  South Miami, FL

Previous Registrations

• 2011-02-18 → 2021-11-01
  Morgan Stanley
  New York, NY
  New York, NY
  Aventura, FL

Other Businesses

Entity Name: DD Realty Capital LLC Investment related: Yes Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/27/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate investments, rental property Effective 10/8/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-17
• S63 Uniform Securities Agent State Law Examination
  2009-04-09

Other Names

• Joseph Eugene Donnelly
• Joseph E Donnelly