Jean Philistin

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
  Brooklyn, NY
• 07/2022 → Present
  Jpmorgan Chase Bank, Na.
  Brooklyn, NY

Previous Registrations

• 2009-11-24 → 2012-10-01
  Chase Investment Services Corp.
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

Entity Name: Life of Hope Investment related: No "Address: 1377 Brooklyn Ave, Brooklyn, NY 11203 www.lohnyc.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Community outreach center which helps immigrants and low income individuals with basic needs (Food/ access to social services etc....). Has a banking relationship with JPMC. As a board member my responsibilities include head of "Economic development" committee/ role has no relation to role with JPMS ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 5/1/2018 ADDRESS: 4312 BROOKLYN, NY. DETAILS: APARTMENT. HOURS DEDICATED (per month unless otherwise indicated): 5 HRS OR LESS PER MONTH HOURS DURING TRADING: LESS THAN 1 INVESTMENT RELATED: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-06
• S63 Uniform Securities Agent State Law Examination
  1996-09-27

Other Names

• Jean Philistin
• Jean Emmanuel Philistin