Jonathan Andrew Strelec
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Strelec Watch CompanyAug 2026 to now
- J.P. Morgan Securities LLCNov 2023 to now
- JPMorgan Chase Bank, NANov 2023 to now
- JPMorgan Securities LLCNov 2023 to now
- University of Delaware ExpertconnectFeb 2024 to Aug 2024
- Purshe Kaplan Sterling InvestmentsAug 2019 to Nov 2023
- Summit Financial, LLCJun 2019 to Nov 2023
- UBS Financial Services Inc.Aug 2011 to Jun 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5956085
- Firm CRD
- 79