Owen Codo
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.
Owen Codo is an investment adviser representative with J.p. Morgan Securities LLC in San Francisco, CA, where they have been registered since 2025, the year they entered the securities industry. 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 California and Texas.
Office
Advisors at this office: 127
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- J.p. Morgan Securities LLCJul 2025 – no end date reportedWalnut Creek, CA
- Jpmorgan Chase BANK, N.A.Jul 2025 – no end date reportedWalnut Creek, CA
- UnemployedMay 2024 – Jun 2025San Diego, CA
- Aztec Shops, Ltd.Feb 2024 – Apr 2024San Diego, CA
- UnemployedJan 2024 – Jan 2024San Diego, CA
- Blueprint EquityJul 2023 – Dec 2023La Jolla, CA
- Accord CartonJun 2022 – Nov 2023Alsip, IL
- Univeristy Growth FUNDSep 2022 – Aug 2023San Diego, CA
- UnemployedSep 2020 – May 2022Naperville, IL
- Accord CartonApr 2020 – Aug 2020Alsip, IL
- UnemployedNov 2019 – Mar 2020Naperville, IL
- Shakou Naperville LLCJul 2019 – Oct 2019Naperville, IL
- Naper Carriage HillJun 2019 – Aug 2019Napervilled, IL
- UnemployedSep 2018 – May 2019Naperville, IL
- Naper Carriage HILLMay 2018 – Aug 2018Naperville, IL
- UnemployedJul 2015 – Apr 2018San Diego, CA
Official records & sources
Data as of June 29, 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. Owen Codo 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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