Ileana Alexandria Bolt
Also appears in the source record as: Ileana A Bolt
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Not registered in this capacity
- Exams passed (4)
- SIESeries 7Series 6Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 26
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (9)
From the source registration record · current first
-
start not retrieved → present
-
Ubs Financial Services Inc.Weehawken, NJ · BC capacityDec 26, 2008 → Mar 22, 2013
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Neuberger Berman, LLCNew York, NY · BC capacityFeb 13, 2006 → Oct 21, 2008
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Hsbc Securities (USA) Inc.New York City, NY · BC capacityJan 1, 2005 → May 16, 2005
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Hsbc Brokerage (USA) Inc.New York, NY · BC capacityJan 14, 2004 → Jan 1, 2005
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Nylife Securities Inc.New York, NY · BC capacityMar 24, 2003 → Nov 4, 2003
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Fred Alger & Company, IncorporatedNew York, NY · BC capacityJul 29, 1999 → Apr 29, 2002
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Chase Investment Services Corp.Chicago, IL · BC capacityApr 2, 1999 → Jun 29, 1999
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Royal Alliance Associates, Inc.Scottsdale, AZ · BC capacityDec 22, 1997 → Mar 17, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.