Erin J. Connolly

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

• 05/1989 → 02/2020
  Wells Fargo Advisors Llc
  Atlanta, GA
• 07/2003 → 02/2020
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 02/2021 → 11/2021
  Wells Fargo Clearing Services
  Atlanta, GA
• 02/2020 → 01/2021
  Unemployed
  Alpharetta, GA
• 11/2021 → Present
  J.P. Morgan Securities Llc
  Atlanta, GA
• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA

Previous Registrations

• 2021-03-05 → 2021-12-03
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2003-07-01 → 2020-03-03
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2001-12-31 → 2003-07-01
  Prudential Equity Group, Llc
  Atlanta, GA

Other Businesses

Effective 11/22/2021 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

• S65 Uniform Investment Adviser Law Examination
  1997-06-19
• S63 Uniform Securities Agent State Law Examination
  1989-10-02

Other Names

• Erin J Scherer
• Erin J Laundergan
• Erin J Connolly
• Erin Jo Connolly