Henry David Dellenger

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

• 08/2022 → 08/2025
  Fifth Third Bank
  Noblesville, IN
• 06/2021 → 08/2022
  English Rose Cafe & Tea Room
  Kokomo, IN
• 10/2007 → 06/2021
  Macy's Inc
  Greenwood, IN
• 05/2024 → 08/2025
  Fifth Third Securities, Inc.
  Noblesville, IN
• 07/2021 → Present
  Airbnb
  San Francisco, CA
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Indianapolis, IN
• 08/2025 → Present
  J.P. Morgan Securities Llc
  Indianapolis, IN

Previous Registrations

• 2025-03-07 → 2025-08-05
  Fifth Third Securities, Inc.
  Noblesville, IN

Other Businesses

AirBnB| Not investment related| 888 Brennan St San Francisco, CA 94103| Rental| Super Host| July 2021| Approximately 15 hours per month| Zero hours during securities trading hours| I only do this after 5pm on weekdays and on weekends I rent out my detached carriage house as a short-term rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07
• S63 Uniform Securities Agent State Law Examination
  2024-09-27