Richard I. Weinhaus

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  New York, NY

Previous Registrations

• 2012-04-12 → 2012-10-01
  Chase Investment Services Corp.
  Mineola, NY
  Mattituck, NY
  Medford, NY
  Bellport, NY
  Deer Park, NY
  East Hampton, NY
  East Islip, NY
  West Hampton Beach, NY
  Bay Shore, NY
  Deer Park, NY
  Islip, NY
  Patchogue, NY
  Shirley, NY
  Bay Shore, NY
  Bohemia, NY
  Bohemia, NY
  Brentwood, NY
  Deer Park, NY
  Hampton Bays, NY
  Oakdale, NY
  Patchogue, NY
  Riverhead, NY
  Sayville, NY
  Shelter Island, NY
  Shirley, NY
  Bayport, NY
  Greenport, NY
  Medford, NY
  North Patchogue, NY
  Riverhead, NY
  Riverhead, NY
  West Sayville, NY
  Bayshore, NY
  Brightwaters, NY
  Center Moriches, NY
  Center Moriches, NY
  Montauk, NY
  Ronkonkoma, NY
  Southhampton, NY
  West Islip, NY
• 2012-01-27 → 2012-04-12
  Equitable Advisors, Llc
  Melville, NY
• 2006-10-06 → 2009-05-29
  Ameriprise Financial Services, Llc
  Melville, NY
  Hauppauge, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-12-05
• S63 Uniform Securities Agent State Law Examination
  1998-12-18

Other Names

• Richard Ira Weinhaus