Patrick Menton
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Patrick Menton? 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 LLCNov 2025 to now
- JPMorgan Chase Bank, N.A.Nov 2025 to now
- Sustainable Leaders Investment ManagementJun 2024 to Oct 2025
- UnemployedFeb 2024 to May 2024
- Dana-farber Cancer InstituteMay 2023 to Dec 2023
- UnemployedFeb 2023 to Apr 2023
- UnemployedSep 2022 to Nov 2022
- J. CrewJun 2022 to Jul 2026
- Amazon IncJun 2021 to Jul 2021
- Amazon IncJun 2020 to Jul 2020
- South Shore Baseball Club / Venture In Sports IncJul 2019 to Aug 2022
- UnemployedOct 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8198516
- Firm CRD
- 79