RM
RM

Rosybell Morel

10 Years of Experience
Palo Alto, CA
Broker

Rosybell Morel is a registered investment advisor, based in Palo Alto, CA, with 10 years of industry experience.

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rosybell assists her brother with business transactions for NRM Logistics LLC, dedicating minimal time to the role. She is also an employee of both JPMorgan Securities and JPMorgan Bank, offering bank products and services.

Employment History
Current Registrations
Wealthfront Advisers LLC
March 2026 - Present · 2 mos
Wealthfront Brokerage LLC
March 2026 - Present · 2 mos
Wealthfront Brokerage LLCBroker
March 2026 - Present · 2 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2021 - November 2025 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
June 2015 - November 2025 · 10 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rosybell Morel - Financial Advisor | TrueAdvisor