Ana M Pinel

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

• 01/2022 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 08/2019 → 12/2021
  Bake Homemade Pizza Co.
  Lake Forest, IL
• 02/2014 → 07/2019
  Unemployed
  Winnetka, IL
• 02/2024 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 02/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2024-01-27 → 2024-02-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Northbrook, IL

Other Businesses

Effective 2/20/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Other Names

• Ana Pinel
• Ana M Pinel
• Ana M Pinel Rivera
• Ana Marcela Pinel Rivera