Ana G De pina
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
14 years in the industry.
- Benjamin Franklin Cumming Institute of TechnologyNov 2024 to now
- J.P. Morgan Securities LLCFeb 2024 to now
- JPMorgan Chase Bank, N.A.Feb 2024 to now
- Cape Verdean Greeting CardsMay 2023 to now
- Thrivent FinancialJul 2023 to Oct 2023
- Thrivent Investment Management IncJun 2023 to Oct 2023
- Suffolk UniversitySep 2021 to May 2023
- Pruco Securities, LLC.Feb 2020 to Feb 2023
- Prudential Insurance Company of AmericaFeb 2020 to Feb 2023
- UnemployedJan 2020 to Feb 2020
- Gordon-conwell Theological SeminarySep 2018 to May 2019
- New York Life Ins CoAug 2016 to Dec 2019
- Nylife Securities, LLCAug 2016 to Dec 2019
- Gordon-conwell Theologic Theological SemFeb 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6693743
- Firm CRD
- 79