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Frenlly De la cruz

J.p. Morgan Securities LLC

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About Frenlly De la cruz

Frenlly De la cruz is a financial advisor who has been in the industry since March 2019. Frenlly currently works at J.P. Morgan Securities LLC in Columbus, Ohio and also works at the branch office located in Groveport Ohio. Frenlly has been registered with FINRA since January 2019 and holds the Series 63, Series 7TO, and SIE licenses. Frenlly has previously worked at Morgan Stanley in Columbus, Ohio and J.P. Morgan Securities LLC in Westerville, Ohio. Frenlly has been registered with the state of Ohio since June 2022.

Firm Information

Frenlly De la cruz is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Frenlly De la cruz’s Registration & Firm History

OH

06/23/2022 - Present

J.p. Morgan Securities LLC (Columbus OH)

OH

07/22/2020 - 04/19/2022

MORGAN STANLEY (Columbus OH)

OH

01/03/2019 - 07/01/2020

J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)

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Licenses & Designations

BC

Issued 01/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Frenlly De la cruz.
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