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Rachael Anne Limandri

J.P. Morgan Securities LLC

Ponte Vedra, FL

CRD 6333122

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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 2024-01-23
FL RA APPROVED 2022-06-02
  • TX RA
    APPROVED
    Since 2024-01-23
  • FL RA
    APPROVED
    Since 2022-06-02

Branch Locations

187 Capital Green Dr, Ponte Vedra, FL 32081-0584 • 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
J.P. Morgan Securities Llc Ponte Vedra Beach FL 04/2014 Present
Jpmorgan Chase Bank, N.A. Ponte Vedra Beach FL 09/2013 Present
  • 04/2014 → Present
    J.P. Morgan Securities Llc
    Ponte Vedra Beach, FL
  • 09/2013 → Present
    Jpmorgan Chase Bank, N.A.
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Other Names
  • Rachael Anne Crawford
  • Rachael Anne Valentine
  • Rachael Anne Collins

View on SEC IAPD

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