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.

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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Oct 19, 2021

First registration

Sep 23, 2022

Dual registered

yes, broker-dealer

Other names

JONCARLO FELIPE GOODMAN|JONCARLO GOODMAN|Felipe Goodman

IAPD individual key

7408445

• Occurred

  Jun 17, 2026
  Advisor changed firm

  Felipe Goodman left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2026-06-18)

  Form ADVobserved 4 days ago
• Occurred

  Aug 30, 2024
  Advisor changed firm

  Felipe Goodman left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-09-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2d4d20f-d633-b3f5-0d53-b3f3f1f1e1d6

First observed

Sep 23, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.