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Jeffrey B McAleney

J.p. Morgan Securities LLC

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About Jeffrey B McAleney

Jeffrey McAleney is a registered representative of J.P. Morgan Securities LLC with over 40 years of experience in the financial services industry. He has been with J.P. Morgan Securities LLC since 2008. Jeffrey holds a Series 7, Series 24, Series 52, Series 53, and Series 63 licenses, as well as a Series 65 license. Jeffrey specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions.

Firm Information

Jeffrey McAleney 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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Jeffrey McAleney’s Registration & Firm History

NJ

01/24/2023 - Present

J.p. Morgan Securities LLC (Morristown NJ)

NY

03/09/2002 - 12/07/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

09/01/1999 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NJ

10/31/1981 - 09/01/1999

GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)

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Licenses & Designations

IA

Issued 10/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/24/1986

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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 10 public disclosures for Jeffrey B McAleney. Review regulatory record here.
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