Joseph Engleby

CRD 2566981 · J.P. Morgan Securities LLC · Vero Beach, FL

IA RegisteredBroker

Also appears in the source record as: Joseph Bradley Engleby; Jospeh B Engleby

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 24Series 65Series 63
Registered states (7): Florida · Massachusetts · New Jersey · North Carolina · Ohio · Pennsylvania · Puerto Rico
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2566981 contains one or more disclosure events as of Aug 20, 2026.

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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

J.P. Morgan Securities LLCCurrent
Vero Beach, FL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Vero Beach, FL · BC capacity

start not retrieved → present
Raymond James Financial Services Advisors, Inc
Nazareth, PA · IA capacity

Jan 2, 2009 → Jul 18, 2024
Raymond James Financial Services, Inc.
Nazareth, PA · BC capacity

Jun 16, 2008 → Jul 18, 2024
Raymond James Financial Services
Nazareth, PA · IA capacity

Jun 16, 2008 → Jan 2, 2009
Wachovia Securities Financial Network, LLC
Nazareth, PA · IA capacity

Jan 17, 2007 → Jun 20, 2008
Wachovia Securities Financial Network, LLC
Nazareth, PA · BC capacity

Jul 29, 2005 → Jun 20, 2008
Edward Jones
St. Louis, MO · BC capacity

Jul 31, 1995 → Aug 3, 2005
Old Naples Securities, Inc.
Naples, FL · BC capacity

Jan 20, 1995 → Jun 23, 1995

Source & corrections

Where this page comes from

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