Valerie V Bozich

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 04/2013 → 07/2026
  Willow Springs Corporate Center
  Mun Delein, IL
• 04/2001 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA

Previous Registrations

• 2005-11-16 → 2012-10-01
  Chase Investment Services Corp.
  Irvine, CA
  Irvine, CA
  Evanston, IL
  Irvine, CA
  Irvine, CA
  Skokie, IL
• 2005-07-06 → 2005-07-11
  Chase Investment Services Corp.
  Chicago, IL
• 2002-09-25 → 2005-07-06
  Banc One Securities Corporation
  Highland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2000-09-20