Jacob Betz

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

• 06/2023 → 02/2025
  Florida Financial Advisors Llc
  Charlotte, NC
• 05/2022 → 01/2023
  Leaf Home, Llc
  Hudson, OH
• 05/2021 → 08/2021
  Regency Plus Inc.
  Mount Carmel, PA
• 10/2023 → 02/2025
  Trinity Wealth Securities, Llc
  Charlotte, NC
• 06/2023 → 01/2025
  Tristate Financial Advisors
  Charlotte, NC
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Huntersville, NC
• 02/2025 → Present
  J.P. Morgan Securities Llc
  Huntersville, NC
• 02/2015 → 04/2021
  Unemployed
  Berwick, PA
• 09/2021 → 04/2022
  Unemployed
  Kulpmont, PA
• 02/2023 → 05/2023
  Unemployed
  Kulpmont, PA

Previous Registrations

• 2023-06-14 → 2025-02-06
  Florida Financial Advisors, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-20
• S65 Uniform Investment Adviser Law Examination
  2023-02-14

Other Names

• Jake Brian Betz
• Jacob Brian Betz
• Jacob Betz