Kerry Schwarcz

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

• 08/2026 → Present
  J.P. Morgan Securities Llc
  Libertyville, IL
• 08/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Libertyville, IL
• 03/2016 → 07/2026
  Ubs
  Chicago, IL

Previous Registrations

• 2016-03-23 → 2026-08-03
  Ubs Financial Services Inc.
  Northbrook, IL
  Chicago, IL
• 2015-02-24 → 2016-04-07
  Morgan Stanley
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2015-02-24

Other Names

• Kerry Ilise Singer
• Kerry Ilise Singer
• Kerry Ilise Schwarcz