Melissa R Moreno

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

• 07/2007 → Present
  Wamu Investments, Inc.
  Austin, TX
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Austin, TX
• 11/2022 → Present
  Jetta Realty Llc
  Austin, TX

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2008-10-09 → 2009-05-02
  Wamu Investments, Inc.
  Dallas, TX
  Austin, TX
  Austin, TX

Other Businesses

Entity Name: Jetta Realty LLC Investment related: No Address: Austin, Texas 78753 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Jetta Realty LLC was established to receive Airbnb rental income

Exams

• S66 Uniform Combined State Law Examination
  2008-10-06
• S63 Uniform Securities Agent State Law Examination
  2007-04-30

Other Names

• Melissa Rosas Moreno