Leah Trietiak

CRD 4913387 · J.P. Morgan Securities LLC · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Leah Marie Bryant; Leah Marie Marshall; Leah Marie Trietiak; Leah M Trietiak

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 7TOSIESeries 31Series 7Series 24Series 63Series 65Series 66
Registered states (9): California · Connecticut · Florida · New Jersey · New York · North Carolina · Oklahoma · Pennsylvania · Texas
Years in the industry (source record): 12
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 (12)

From the source registration record · current first

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

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

start not retrieved → present
Singer Wealth Advisors LLC
Boca Raton, FL · IA capacity

Jul 20, 2024 → Nov 24, 2025
Apo Financial Services, LLC
Palm Beach Gardens, FL · IA capacity

Jan 17, 2023 → Jul 9, 2024
Morgan Stanley
Palm Beach Gardens, FL · IA capacity

Aug 25, 2015 → Aug 3, 2016
Morgan Stanley
Palm Beach Gardens, FL · BC capacity

Aug 25, 2015 → Aug 3, 2016
Rbc Capital Markets, LLC
Palm Beach Gardens, FL · IA capacity

Feb 2, 2015 → Sep 10, 2015
Rbc Capital Markets, LLC
Palm Beach Gardens, FL · BC capacity

Jan 12, 2015 → Sep 10, 2015
Ubs Financial Services Inc.
Palm Beach, FL · IA capacity

May 29, 2008 → Mar 24, 2014
Ubs Financial Services Inc.
Palm Beach, FL · BC capacity

May 23, 2008 → Mar 24, 2014
Morgan Stanley & Co. Incorporated
W. Palm Beach, FL · BC capacity

Aug 8, 2007 → May 27, 2008
Farrand Investment Bankers
Montville, NJ · BC capacity

Mar 9, 2005 → Oct 7, 2005

Source & corrections

Where this page comes from

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