Michael James Barnes

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.
  Rehoboth Beach, DE
• 09/2025 → Present
  J.P. Morgan Securities Llc
  Rehoboth Beach, DE
• 05/2017 → Present
  Town Of Bethany Beach
  Bethany Beach, DE
• 02/2024 → 09/2025
  Mml Investors Services Llc
  Newtown Square, PA
• 06/2023 → 08/2025
  Massmutual Greater Philadelphia/Ffg Llc
  Bala Cynwyd, PA
• 05/2023 → 08/2025
  Monastra Financial Group
  Newtown Square, PA
• 05/2016 → 06/2017
  Dickeys Bethany Bakery Llc
  Bethany Beach, DE

Previous Registrations

• 2024-06-07 → 2025-09-09
  Mml Investors Services, Llc
  New Castle, DE
  Newtown Square, PA

Other Businesses

Entity Name: Town of Bethany Beach Investment related: No "Address: 214 Garfield Parkway, Bethany Beach, DE 19930 https://www.townofbethanybeach.com/206/Beach-Patrol" Nature of the other business: Seasonal Lifeguard Position/Title/Relationship: Employee/Contractor Start Date: 05/27/2017 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Seasonal Beach Lifeguard (part time). Guard the beach during the weekends in the summer months. No connection to JPMorgan Chase

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20

Other Names

• Michael J Barnes
• Michael Barnes
• Michael J. Barnes