Jared B. Moreida

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

• 07/2024 → Present
  J.P. Morgan Securities Llc
  Greenvale, NY
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 06/2023 → 08/2023
  Old Bridge Wealth, Inc.
  Syosset, NY
• 06/2022 → 08/2022
  Sycale Advisors
  New York, NY
• 05/2019 → 08/2022
  Catalina Beach Club
  Atlantic Beach, NY
• 06/2021 → 07/2021
  Family Management Corp.
  New York, NY
• 08/2020 → 05/2024
  University Of Maryland
  College Park, MD
• 07/2014 → 04/2019
  Unemployed
  Hewlett, NY
• 06/2024 → 06/2024
  Unemployed
  Hewlett, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Jared Benjamin Moreida