Joseph Lewis Powanda

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

• 07/2026 → 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

• S66 Uniform Combined State Law Examination
  2026-08-31

Other Names

• Joe Powanda
• Joseph Powanda