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Fritzgerald Jolly

J.P. Morgan Securities LLC

Palm Beach Gardens, FL

CRD 6155433

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-11
FL RA APPROVED 2017-09-13
  • TX RA
    APPROVED_RES
    Since 2020-09-11
  • FL RA
    APPROVED
    Since 2017-09-13

Branch Locations

4470 Northlake Blvd, Palm Beach Gardens, FL 33410 • 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
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Palm Beach Gardens FL 10/2011 Present
J.P. Morgan Securities Llc Palm Beach Gardens FL 01/2013 Present
Oceanside Limo Transportation Greenacres FL 08/2018 08/2019
  • 10/2011 → Present
    Jpmorgan Chase Bank, N.A.
    Palm Beach Gardens, FL
  • 01/2013 → Present
    J.P. Morgan Securities Llc
    Palm Beach Gardens, FL
  • 08/2018 → 08/2019
    Oceanside Limo Transportation
    Greenacres, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-31
  • S66 Uniform Combined State Law Examination
    2017-08-31
Other Names
  • Jerry Jolly
  • Fritzgerald "Jerry" Jolly
  • Jolly Fritzgerald

View on SEC IAPD

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