Best Investors Account Sign in

Joseph Lewis Powanda

J.P. Morgan Securities LLC

Ponte Vedra Beach, FL

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-20
  • NY RA
    APPROVED
    Since 2026-07-20

Branch Locations

820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • 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 Chase Bank, N.A. Ponte Vedra Beach FL 07/2026 Present
J.P. Morgan Securities Llc Ponte Vedra Beach FL 07/2026 Present
Range Finance Mclean VA 09/2025 06/2026
Modera Wealth Management Annapolis MD 05/2021 09/2025
Addessi Financial Partners Lutz FL 12/2019 05/2021
Addessi Financial Partners Lutz FL 07/2019 12/2019
University Of South Florida Tampa FL 03/2019 12/2019
University Of South Florida Tampa FL 05/2018 12/2019
Palma Ceia Golf & Country Club Tampa FL 01/2018 12/2019
Southwest Florida Water Management District Brooksville FL 05/2017 04/2018
Florida State Parks Spring Hill FL 03/2017 10/2017
Unemployed Spring Hill FL 01/2017 02/2017
Lpga International Daytona Beach FL 06/2016 12/2016
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Ponte Vedra Beach, FL
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    Ponte Vedra Beach, FL
  • 09/2025 → 06/2026
    Range Finance
    Mclean, VA
  • 05/2021 → 09/2025
    Modera Wealth Management
    Annapolis, MD
  • 12/2019 → 05/2021
    Addessi Financial Partners
    Lutz, FL
  • 07/2019 → 12/2019
    Addessi Financial Partners
    Lutz, FL
  • 03/2019 → 12/2019
    University Of South Florida
    Tampa, FL
  • 05/2018 → 12/2019
    University Of South Florida
    Tampa, FL
  • 01/2018 → 12/2019
    Palma Ceia Golf & Country Club
    Tampa, FL
  • 05/2017 → 04/2018
    Southwest Florida Water Management District
    Brooksville, FL
  • 03/2017 → 10/2017
    Florida State Parks
    Spring Hill, FL
  • 01/2017 → 02/2017
    Unemployed
    Spring Hill, FL
  • 06/2016 → 12/2016
    Lpga International
    Daytona Beach, FL
Previous Registrations
  • 2025-09-11 → 2026-06-19
    Range Advisory, Llc
    Mclean, VA
  • 2024-11-21 → 2025-09-05
    Modera Wealth Management, Llc
    Washington, DC
    Stevensville, MD
    Annapolis, MD
    Westwood, NJ
  • 2022-08-10 → 2024-11-21
    Bay Point Wealth
    Annapolis, MD
    Washington, DC
    Stevensville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-31
  • S66 Uniform Combined State Law Examination
    2026-08-31
Other Names
  • Joe Powanda
  • Joseph Powanda

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC

Other Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor