Jacob Ruddy

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
  J.P. Morgan Securities Llc
  New York, NY
• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2024 → 08/2025
  Janney Montgomery Scott, Llc
  Philadelphia, PA
• 06/2023 → 05/2024
  Starkweather & Shepley Ins
  East Providence, RI
• 07/2022 → 05/2023
  Unemployed
  Trumbull, CT
• 06/2022 → 06/2022
  Key Bank
  Vernon, CT
• 02/2022 → 05/2022
  Unemployed
  Trumbull, CT
• 11/2021 → 01/2022
  Annuity Ins And Financial Services
  Orange, CT
• 04/2018 → 10/2021
  Country Club Of Fairfield Inc
  Fairfield, CT
• 07/2020 → 08/2020
  Amazon
  North Haven, CT
• 10/2019 → 03/2020
  Geaux Fish Fairfield
  Shelton, CT
• 09/2015 → 03/2018
  Unemployed
  Trumbull, CT

Previous Registrations

• 2025-06-06 → 2025-09-09
  Janney Montgomery Scott Llc
  Mystic, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-06-06

Other Names

• Jacob Thomas Ruddy