Ellie K Malone
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered 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.
- Solterra Wellness ClubSep 2026 to now
- Second Shift Labs LLCAug 2026 to now
- J.P. Morgan Securities LLCMar 2022 to now
- Rowan Blue LLCNov 2021 to Jan 2024
- Morgan StanleyNov 2019 to Apr 2022
- Jeff Ruby'sOct 2017 to Nov 2019
- Landry'sMay 2017 to Nov 2017
- Nationwide Children's HospitalJul 2016 to May 2017
- First Watch RestaurantsJan 2014 to Aug 2017
- Texas De BrazilJan 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, OH).
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
- 7203474
- Firm CRD
- 79