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Patrick Joseph Borer

J.P. Morgan Securities LLC

Fort Worth, TX

CRD 6980151

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-26

Branch Locations

420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Fort Worth TX 07/2018 Present
Jpmorgan Chase Bank, N.A. Fort Worth TX 07/2018 Present
Jp Morgan Fort Worth TX 05/2017 08/2017
Lp Analyst Dallas TX 05/2016 08/2016
Texas Christian University Fort Worth TX 05/2014 05/2018
  • 07/2018 → Present
    Jpmorgan Securities Llc
    Fort Worth, TX
  • 07/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Fort Worth, TX
  • 05/2017 → 08/2017
    Jp Morgan
    Fort Worth, TX
  • 05/2016 → 08/2016
    Lp Analyst
    Dallas, TX
  • 05/2014 → 05/2018
    Texas Christian University
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-25
S63 Uniform Securities Agent State Law Examination 2018-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-25
  • S63 Uniform Securities Agent State Law Examination
    2018-09-12
Other Names
  • Patrick Borer

View on SEC IAPD

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