Gene Paul Serrell

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

• 09/2010 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hurst, TX
• 09/2010 → 05/2023
  Bank Of America, N.A.
  Hurst, TX
• 05/2023 → Present
  J.P. Morgan Securities Llc
  North Richland Hills, TX
• 05/2023 → Present
  Jpmorgan Chase Bank, N.A.
  North Richland Hills, TX

Previous Registrations

• 2010-09-08 → 2023-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Arlington, TX
  Irving, TX
  Mansfield, TX
  Fort Worth, TX
  Fort Worth, TX
  Abilene, TX
  Arlington, TX
  Hurst, TX
  Fort Worth, TX
  Bedford, TX
  Southlake, TX
  Keller, TX
  Colleyville, TX
  Trophy Club, TX
  Colleyville, TX
  Lewisville, TX
  New York, NY
  Dallas, TX
  Dallas, TX
  Dallas, TX
  North Richland Hills, TX
• 2006-10-19 → 2010-09-09
  Edward Jones
  St Louis, MO
  Tuscola, TX
  Abilene, TX
  Abilene, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-10-05

Other Names

• Gene Paul Serrell
• Paul Serrell
• Gene Serrell
• Gene P Serrell
• Genepaul Serrell
• Gene Paul Serrell