Julian Alexander Pena

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

• 01/2023 → Present
  First Repubic Investment Management, Inc.
  Boston, MA
• 01/2023 → 10/2023
  First Republic Securities Company, Llc
  Boston, MA
• 08/2014 → 06/2018
  Seton Hall Preparatory
  West Orange, NJ
• 08/2018 → 12/2022
  Northeastern University
  Boston, MA
• 05/2017 → 08/2018
  Towne Scoop
  Verona, NJ
• 05/2019 → 12/2019
  Northeastern University
  Boston, MA
• 01/2020 → 06/2020
  Wayfair
  Boston, MA
• 01/2021 → 07/2021
  Kpmg
  Boston, MA
• 01/2022 → 07/2022
  Morgan Stanley
  Boston, MA
• 09/2022 → 12/2022
  Northeastern University
  Boston, MA
• 08/2021 → 07/2022
  Northeastern University
  Boston, MA
• 08/2020 → 10/2020
  Sustainable Business Network Of Massachusetts
  Cambridge, MA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2023-05-31 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Julian Pena
• Julian A Pena