James Patrick Royal

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

• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Jacksonville Beach, FL
• 09/2025 → Present
  J.P. Morgan Securities Llc
  Jacksonville Beach, FL
• 08/2024 → 09/2025
  Trinity Wealth Securities Llc
  Jacksonville, FL
• 08/2023 → 09/2025
  Florida Financial Advisors, Llc
  Jacksonville, FL
• 04/2023 → 07/2023
  Unemployed
  Jacksonville, FL
• 01/2023 → 04/2023
  Croux Inc.
  Auburn, AL
• 12/2019 → 04/2023
  P & P Parking
  Auburn, AL
• 06/2022 → 09/2022
  The Hughston Clinic
  Columbus, GA
• 02/2022 → 03/2022
  Insight Global
  Atlanta, GA
• 09/2015 → 11/2019
  Unemployed
  Opelika, AL
• 12/2025 → Present
  The Royal Reserve
  Woodbend, CT

Previous Registrations

• 2023-08-10 → 2025-09-22
  Florida Financial Advisors, Llc
  Jacksonville, FL

Other Businesses

Entity Name: The Royal Reserve Investment related: No Address: Private Residence www.depop.com/_royal_reserve_ Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is an online retailer that collects and sells vintage clothing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-25

Other Names

• James Royal
• Patrick Royal