Patrick M. Hartnett
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 LLCJul 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- UnemployedJun 2023 to Jul 2023
- JPMorgan Chase Bank, N.A.Jun 2022 to Aug 2022
- Van Leeuwen & Company, LLCJun 2021 to Aug 2021
- Kemper Sports - Ash Brook Golf CourseJun 2020 to Aug 2020
- University of Notre Dame - Undergraduate AdmissionsFeb 2020 to May 2023
- University of Notre Dame - Notre Dame StudiosSep 2019 to May 2023
- University of Notre DameAug 2019 to May 2023
- Kemper Sports - Ash Brook Golf CourseJun 2019 to Aug 2019
- Clark Township Summer Recreation CampJun 2018 to Aug 2018
- Clark Township Summer Recreation CampJun 2017 to Aug 2017
- Union Catholic Regional High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7412031
- Firm CRD
- 79