Jeannine B. Webber
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CRD#: 4308306
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeannine Burky Webber, CFP®, who also goes by Jeannine Dominique Burky, Jeannine Burky Webber, was a registered financial professional .
Jeannine is a previously registered financial professional and started their career in finance in 2000. Jeannine had worked at 2 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Biography
Jeannine B. Webber is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
She works closely with affluent individuals and families, helping her clients pursue their financial goals while building a base of financial stability. Her strength lies not only in her investment experience through multiple market cycles, but in her compassionate and warm manner with which she serves as their tireless advocate.
Over the course of her 30-year career—best described as "most engaging and rewarding"—Jeannine has held deeply interesting roles and built a strong bench of capabilities. She began with Goldman Sachs before spending nearly a decade as an expatriate with Chase Manhattan Private Bank (Switzerland), for the Chase Manhattan Corporation, where she was a Private Banking Relationship Manager for non-U.S clientele located in France, Belgium, Holland and Luxembourg. Following years with Brown Brothers Harriman and BNY Mellon, Jeannine joined J.P. Morgan in 2019. She welcomes the opportunity to provide her clients with the resources and platforms of an industry leader.
Jeannine earned a B.S. in Education from the University of Vermont and an M.F.A. in Music Performance from the University of Iowa. Long before she was a Wealth Advisor, she was a classically trained clarinetist playing cultural venues across New York City. Jeannine went on to receive an M.B.A. in Finance from The Stern School of Business at NYU. She holds the CERTIFIED FINANCIAL PLANNERTM designation and is a member of the Philadelphia Estate Planning Council.
Clients are quick to find out about Jeannine's 'double life' as she continues to perform in chamber music recitals and orchestra concerts in the Greater Philadelphia area. She is Trustee of the Central Board of Settlement Music School and sits on the board for the Saxophone Ensemble Prism Quartet. Fluent in French, Jeannine enjoys reading classic French literature. When she finds time to relax, she enjoys chess, gardening, hiking and golf. Jeannine lives in Philadelphia with her husband and has two adult stepchildren.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jeannine Dominique Burky | Jeannine Burky Webber
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Past
October 25, 2019 - May 1, 2026
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PHILADELPHIA, PA
Past
October 9, 2019 - May 1, 2026
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PHILADELPHIA, PA
Past
October 1, 2000 - December 24, 2008
BROWN BROTHERS HARRIMAN & CO.
BD
CRD#: 104487
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
J.P. MORGAN SECURITIES LLC
BEAR, STEARNS & CO. | JPMORGAN H&Q | JPMORGAN CHASE | J.P.MORGAN SECURITIES INC. | J.P. MORGAN WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES | J.P. MORGAN PRIVATE WEALTH MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN PRIVATE CLIENT | J.P. MORGAN PRIVATE BANK | J.P. MORGAN | CHASE PRIVATE CLIENT | CHASE INVESTMENTS | BEAR, STEARNS & CO. INC.
CRD#: 79 / SEC#: 801-3702, 8-35008
RIA
Registered Investment Advisory firm - SEC (4/3/1965 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
J.P. MORGAN SECURITIES LLC
BEAR, STEARNS & CO. | JPMORGAN H&Q | JPMORGAN CHASE | J.P.MORGAN SECURITIES INC. | J.P. MORGAN WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES | J.P. MORGAN PRIVATE WEALTH MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN PRIVATE CLIENT | J.P. MORGAN PRIVATE BANK | J.P. MORGAN | CHASE PRIVATE CLIENT | CHASE INVESTMENTS | BEAR, STEARNS & CO. INC.
CRD#: 79 / SEC#: 801-3702, 8-35008
RIA
Registered Investment Advisory firm - SEC (4/3/1965 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Contact information
Main Address
270 Park Avenue, New York, NY 10017
Mailing Address
1111 Polaris Pkwy Floor 3f, Columbus, OH 43240
Phone number
(212) 272-2000
Established
Delaware since 08/12/1985
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
8,327
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| J.P. MORGAN BROKER-DEALER HOLDINGS INC. | MEMBER | |
| AIDELSON, DAVID | CHIEF LEGAL OFFICER | 7884539 |
| ALAOUI ABDALLAOUI, RACHID | CEO, CHAIR, ELECTED MANAGER | 7122597 |
| BISESI, BRIAN J | ELECTED MANAGER | 3090554 |
| CHOI, MICHAEL | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 6597789 |
| COLAVITA, MOLLIE | ELECTED MANAGER | 1875615 |
| COLLINS, JAMES MICHAEL | CHIEF FINANCIAL OFFICER | 2725065 |
| DEMPSEY, PATRICK PAUL | TREASURER | 2830362 |
| ENGLANDER, ADAM F | ELECTED MANAGER | 2941059 |
| FOLEY, KEVIN J | ELECTED MANAGER | 4012244 |
| KLION, ROGER | CHIEF OPERATING OFFICER | 5082261 |
| MCCRUM, CARRIE | ELECTED MANAGER | 7675791 |
| SABLE, MATTHEW D | ELECTED MANAGER | 4835849 |
| TEPPER, ERIC D. | ELECTED MANAGER | 2242377 |
| VIENICK, PAUL | ELECTED MANAGER | 2212982 |
| VILLWOCK, DAVID S | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 8071637 |
Regulatory assets under management
| Total Number of Accounts | 1,055,400 |
| AUM (Assets Under Management) | $ 352,605,441,286 |
Disclosures
| Regulatory Event | 393 |
| Civil Event | 9 |
| Arbitration | 144 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/25/2024 | ||
| 11/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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