Melissa Ann De la pena
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCJun 2021 to now
- JPMorgan Chase Bank (mi)Jun 2021 to now
- Facetime PromotionsNov 2018 to Mar 2024
- Wells Fargo Clearing Services, LLCOct 2018 to Jun 2021
- Michele & Group Modeling and Talent Agency IncMay 2014 to Mar 2024
- Manmar Entertainment LLCMar 2014 to Aug 2017
- Wells Fargo Bank, N.A.Feb 2014 to Jun 2021
- Encore NationwideOct 2013 to May 2017
- Bar EtcApr 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7022472
- Firm CRD
- 79