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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Patrick Reed

Advisor at J.P. MORGAN SECURITIES LLC

SANTA BARBARA, CA | Los Angeles, CA | Camarillo, CA

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Search this name across graphsid dfx:ria:bd8a0fff-62d4-2640-7f48-533561add666

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 14, 2016
First registration: Mar 15, 2016
Dual registered: yes, broker-dealer
Other names: Patrick Reardon Reed
IAPD individual key: 6566277

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 12, 2024	n/a	yes	Camarillo, CA\|SANTA BARBARA, CA\|Los Angeles, CA	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Feb 20, 2018	Mar 20, 2025	no	Santa Barbara, CA	Previous registration
ONE TO ONE, LLC	Former SEC adviser	Mar 7, 2017	Feb 9, 2018	no	MAUMEE, OH	Previous registration
TFO WEALTH PARTNERS	Independent wealth	Mar 15, 2016	Feb 9, 2018	no	MAUMEE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Mar 20, 2025	Mar 12, 2024	-373	Bulk transfer	Ibd to wirehouse
TFO WEALTH PARTNERS	ONE TO ONE, LLC	Feb 9, 2018	Mar 7, 2017	-339	Firm change after gap	Other
ONE TO ONE, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Feb 9, 2018	Feb 20, 2018	11	Firm change	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Mar 12, 2024 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Feb 20, 2018 to Mar 20, 2025factForm ADV
→ TFO WEALTH PARTNERSRegistered adviserregistration: previous registration
Mar 15, 2016 to Feb 9, 2018factForm ADV
→ ONE TO ONE, LLCRegistered adviserregistration: previous registration
Mar 7, 2017 to Feb 9, 2018factForm ADV

Dated events

No dated event names this entity yet.