Wyatt Jack Greenlees

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
  J.P. Morgan Securities Llc
  New York , NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2026 → 07/2026
  Unemployed
  Doylestown, OH
• 09/2025 → 05/2026
  The Ohio State University
  Columbus, OH
• 06/2025 → 08/2025
  J.P. Morgan Securities Llc
  New York, NY
• 09/2024 → 05/2025
  Unemployed
  Doylestown, OH
• 05/2024 → 08/2024
  Mai Capital Management
  Independence, OH
• 08/2023 → 05/2024
  The Blackwell Inn & Pfahl Conference Center
  Columbus, OH
• 06/2023 → 09/2023
  Portage Country Club
  Akron, OH
• 04/2020 → 08/2023
  Greenlees Landscaping
  Doylestown, OH
• 11/2021 → 05/2022
  Rw Corwin & Company, Cpas
  Wadsworth, OH
• 07/2016 → 03/2020
  Unemployed
  Doylestown, OH

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Wyatt Jack Greenlees