Conor Delaney
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCMay 2025 to now
- JPMorgan Chase Bank, N.A.May 2025 to now
- Voya Financial Advisors, Inc.Jan 2025 to May 2025
- American United LifeApr 2023 to Dec 2024
- Oneamerica Securities, Inc.Apr 2023 to Dec 2024
- Robert W. Baird & Co. IncorporatedJan 2020 to Mar 2023
- Hefren-tillotson Inc.,Jan 2020 to Nov 2022
- Net Health SystemsJul 2019 to Dec 2019
- JllJul 2019 to Jul 2019
- Bank of NY MellonJan 2019 to Jun 2019
- Waldron Private WealthSep 2017 to Dec 2018
- Robert Morris UniversitySep 2016 to Oct 2017
- Dick's Sporting GoodsMay 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7217569
- Firm CRD
- 79