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Julie Villena

Julie Villena

Senior Client Associate

Julie Villena is a Senior Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. As a member of The OS Group, Julie manages the operations functions for the team, creates client reviews and investment analysis, oversees the group’s trading platform, and helps maintain client accounts and databases. Julie’s success results from her deep commitment to customer service, as well as her diligence, organization skills, strong attention to detail and strategic thinking.

Fluent in Filipino, Julie began her financial services career in Manila, where she worked as a Research and Credit Analyst at Dharmala Capital. She then became a Research Analyst at Magnum Securities. Julie moved to the United States in 1999 in order to further her financial studies. While studying, she externed at J.P. Morgan Securities’ predecessor company, Bear Stearns, and was quickly offered a full-time position. Julie joined The OS Group in her current capacity in 2004.

Julie graduated from De La Salle University in Manila, Philippines, where she earned an A.B. degree in Economics and a B.S. degree in Business Administration. She also completed the Professional Diploma Program in Finance at the University of California, Berkeley. Julie lives in San Francisco with her husband and dog. In her spare time, Julie enjoys rock climbing, cycling and yoga.

Telephone: 415.772.2922
Fax: 415.249.8517
Email: julie.villena@jpmorgan.com

Registered States: AZ, CA, CO, CT, DC, FL, GA, HI, IA , IL, IN, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OK, OR, PA, RI, TX, UT, VA, VT, WA, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products and services through J.P. Morgan Securities, LLC, and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC.
Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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