Jake Orlando

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

• 03/2024 → 04/2025
  Morgan Stanley
  Gilbert, AZ
• 11/2023 → 03/2024
  Associate Staffing
  Gilbert, AZ
• 04/2023 → 10/2023
  Payless Usa Llc
  Newport Beach, CA
• 04/2023 → 07/2023
  Sovereign Lending Group
  Newport Beach, CA
• 11/2022 → 04/2023
  Unite Health Share Ministries
  Santa Ana, CA
• 09/2022 → 10/2022
  Target Corporation
  Costa Mesa, CA
• 07/2021 → 07/2022
  Drury Hotels
  Colorado Springs, CO
• 06/2021 → 07/2021
  In N Out Burger
  Colorado Springs, CO
• 06/2020 → 06/2021
  Unemployed
  Newport Beach, CA
• 06/2019 → 05/2020
  Newport Beach Corner Market Cafe
  Newport Beach, CA
• 10/2018 → 05/2019
  Unemployed
  Newport Beach, CA
• 06/2018 → 09/2018
  Pavilions
  Newport Beach, CA
• 06/2015 → 05/2018
  Unemployed
  Newport Beach, CA
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Tempe, AZ
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 08/2022 → 09/2022
  Unemployed
  Phoenix, AZ
• 04/2025 → 06/2025
  Unemployed
  Scottsdale, AZ
• 03/2026 → Present
  Jake Orlando (Sole Proprietor)
  Tempe, AZ

Previous Registrations

• 2024-04-29 → 2025-05-01
  Morgan Stanley
  Gilbert, AZ

Other Businesses

Entity Name: Jake Orlando (Sole Proprietor) Investment related: No Address: Private Residence Website: https://www.whatnot.com/s/1mvq3ASz Nature of the other business: Collectibles Seller Position/Title/Relationship: Owner/Partner Start Date: 03/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Responsibilities: Purchase sports card inventory, host auctions, list and sell cards to buyers on whatnot, package and ship orders. Whether the external role is similar to your role at JPMC: No. The activity involves the resale of collectible items (Sports Cards) and is unrelated to financial services, securities, or investment advice. Connection to JPMC: None. The activity is conducted independently outside of work hours, and is not affiliated or marketed in connection with JPMC

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02

Other Names

• Jake Orlando
• Jake R Orlando
• Jake Robert Orlando