Mckenna Wegner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 06/2022 → 11/2022
  Paramount Global
  Hollywood, CA
• 02/2022 → 03/2022
  Stranos Wealth Management
  Irvine, CA
• 06/2021 → 08/2021
  Redwood Construction Company
  Irvine, CA
• 09/2020 → 08/2021
  Donerg Mediterranean And Turkish Grill
  Santa Ana, CA
• 06/2019 → 08/2019
  Ross
  Boise, ID
• 08/2019 → 05/2023
  Chapman University
  Orange, CA
• 08/2016 → 06/2019
  Timberline High School
  Boise, ID
• 06/2023 → 06/2023
  Unemployed
  Boise, ID

Exams

• S66 Uniform Combined State Law Examination
  2023-09-30

Other Names

• Mckenna Jean Wegner
• Mckenna J Wegner
• Mckenna Jean Wegner