Rudolph Phillip Ramelli

Current Employers

Employment History

• 06/2017 → 10/2018
  Iberia Asset Management, Inc.
  New Orleans, LA
• 07/2013 → 10/2018
  Iberia Wealth Advisors
  New Orleans, LA
• 10/2018 → Present
  Jpmorgan Chase Bank Na
  New Orleans, LA
• 10/2018 → Present
  Jpmorgan Securities Llc
  New Orleans, LA

Previous Registrations

• 2017-06-30 → 2018-11-01
  Iberia Asset Management, Inc.
  New Orleans, LA
• 2010-02-22 → 2013-07-23
  Morgan Stanley
  New Orleans, LA

Other Businesses

Entity Name: Unknown at this time Investment related: Yes Address: New Orleans, Louisiana 70124 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/16/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Form a holding company with a group of friends to purchase commercial real estate. A long term friend from high school who will be an investor in the holding company is also a client of JPM PB. I will have limited responsibilities, other than contributing $ to the holding company." Entity Name: United Way of Southeast Louisiana Investment related: Yes Address: 2515 New Orleans, LA Nature of the other business: The mission is to eradicate poverty in Southeast Louisiana Position/Title/Relationship: Board Member Start Date: 01-Jun-2016 Approximate # of hours a month: 30 minute meeting 1x per quarter Approximate # of hours during securities trading hours: 1 Briefly describe your duties: Member of the Investment Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2019-01-18
• S66 Uniform Combined State Law Examination
  2009-04-20

Designations

Other Names

• Rudolph P Ramelli