Adam Rosenblatt
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Rosenblatt is an investment adviser representative with J.p. Morgan Securities LLC in Monsey, NY, where they have been registered since 2021. They have worked in the securities industry since 2021 and were previously registered with Money Concepts Advisory Service. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
10 states and territories
California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Investors Advantage Portfolios, LLCJun 2017 – Jun 2021Orangeburg, NY
- Binghamton UniversityAug 2016 – May 2020Binghamton, NY
- Money Concepts Capital CorpJan 2021 – Jun 2021Palm Beach Gardens, FL
- J.p. Morgan Securities LLCJul 2021 – no end date reportedMonsey, NY
- Jpmorgan Chase BANK, N.A.Jul 2021 – no end date reportedMonsey, NY
- ChipotleMay 2019 – Aug 2019Binghamton, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Rosenblatt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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