Patrick Cardenas Conroy
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Patrick Cardenas Conroy? Claim your profile
Contact this firm
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 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Rodney Strong Winery EstatesAug 2024 to now
- Equitable Life Insurance CompanyJul 2025 to Sep 2025
- Equitable Advisors, LLCJun 2025 to Sep 2025
- New York LifeOct 2024 to Apr 2025
- Nylife Securities LLCOct 2024 to Apr 2025
- UnemployedJun 2023 to Jul 2024
- Spoon FoundationFeb 2023 to May 2023
- UnemployedOct 2021 to Jan 2023
- Martoranan Family WineryAug 2021 to Sep 2021
- UnemployedApr 2021 to Aug 2021
- Sugar Bowl ResortJan 2021 to Mar 2021
- UnemployedSep 2020 to Dec 2020
- Star StaffingJun 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7996672
- Firm CRD
- 79