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Jeanann M Lella

J.P. Morgan Securities LLC

Mineola, NY

Islip, NY

CRD 5146913

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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
IL RA APPROVED 2025-01-16
FL RA APPROVED 2025-01-07
NJ RA APPROVED 2025-01-07
TX RA APPROVED_RES 2025-01-07
NY RA APPROVED 2023-10-20
  • IL RA
    APPROVED
    Since 2025-01-16
  • FL RA
    APPROVED
    Since 2025-01-07
  • NJ RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED_RES
    Since 2025-01-07
  • NY RA
    APPROVED
    Since 2023-10-20

Branch Locations

216 Old Country Rd, Floor 02, Mineola, NY 11501 • United States

556 Main Street, Islip, NY 11751 • 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. Islip NY 07/2007 Present
J.P. Morgan Securities Llc Islip NY 10/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
S63 Uniform Securities Agent State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2021-10-22
  • S63 Uniform Securities Agent State Law Examination
    2006-06-23
Other Names
  • Jeanann M Conboy

View on SEC IAPD

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