Martha Gillespie

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

• 05/2014 → 08/2019
  Wells Fargo Bank, Na
  Blue Bell, PA
• 09/2014 → 07/2019
  Wells Fargo Clearing Servies, Llc
  Blue Bell, PA
• 08/2019 → 03/2020
  Citizens Bank
  Norristown, PA
• 08/2019 → 03/2020
  Citizens Securities Inc.
  Norristown, PA
• 03/2020 → 03/2023
  Pnc Investments
  Horsham, PA
• 03/2023 → 06/2023
  Td Bank N.A.
  Horsham, PA
• 03/2023 → 06/2023
  Td Private Client Wealth Llc
  Horsham, PA
• 07/2023 → 11/2023
  Bank Of America, N.A.
  Blue Bell, PA
• 12/2023 → 12/2023
  Ups
  West Chester, PA
• 05/2024 → Present
  Jpmorgan Chase Bank (Ky)
  Spring House, PA
• 05/2024 → Present
  J.P. Morgan Securities Llc
  Spring House, PA
• 01/2024 → 04/2024
  Unemployed
  Montgomery Township, PA
• 07/2023 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA

Previous Registrations

• 2023-08-16 → 2023-11-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 2023-03-09 → 2023-07-19
  Td Private Client Wealth Llc
  Horsham, PA
  Marlton, NJ
• 2020-04-14 → 2023-03-06
  Pnc Wealth Management Llc
  Drexel Hill, PA
• 2019-09-16 → 2020-03-24
  Citizens Securities, Inc.
  Conshohocken, PA
  Norristown, PA

Other Businesses

Martha Gillespie yes- residential real estate rental investment 4008 Cabot Ct, Skippack, PA 19474 residential rental property sole owner sole owner 11/2010 0 hours 0 hours It is a residential rental property that has been rented out to the same person for the last 13 yrs and I only need to take action when issues arise and that is not often. I have the rent go automatically into my bank account and the mortgage gets paid automatically so I do not take any specific actions on an ongoing bases. If the renter left I would need to find a new renter or if there was an issue I would need to take time to have it fixed but would do these activities on my own time and not during work hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-13
• S63 Uniform Securities Agent State Law Examination
  2014-11-12

Other Names

• Martha J Gillespie
• Martha Jean Gillespie