Mason Coffey

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 → 06/2025
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → 10/2022
  Chick-Fil-A
  Orange City, FL
• 05/2022 → 08/2022
  Balfour Beatty Construction
  Orlando, FL
• 05/2018 → 12/2022
  University Of Central Florida
  Orlando, FL
• 03/2019 → 09/2021
  Batteries Plus Bulbs
  Sanford, FL
• 05/2018 → 08/2018
  Two Men And A Truck
  Orlando, FL
• 06/2015 → 05/2018
  Unemployed
  Deltona, FL
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Palm Coast, FL
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Coast, FL

Previous Registrations

• 2023-07-13 → 2025-06-10
  Equitable Advisors, Llc
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11

Other Names

• Mason Richard Coffey
• Mason Coffey