Karen E. Overcash

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
  Wheaton, IL
• 09/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Wheaton, IL

Previous Registrations

• 2010-09-13 → 2012-10-01
  Chase Investment Services Corp.
  Batavia, IL
• 2009-11-13 → 2010-09-02
  Pnc Wealth Management Llc
  North Aurora, IL
  Countryside, IL
  West Dundee, IL
  West Chicago, IL
  Algonquin, IL
  Batavia, IL
  Carpentersville, IL
  Elgin, IL
  St Charles, IL
  St Charles, IL
  Elgin, IL
  Elgin, IL
  Huntley, IL
• 2008-01-18 → 2009-11-13
  Natcity Investments, Inc.
  West Chicago, IL
  St Charles, IL
  Carol Streem, IL
  Countryside, IL
  North Aurora, IL
  Batavia, IL
  Glen Ellyn, IL
  Wheaton, IL
  Wheaton, IL
  Saint Charles, IL
  St Charles, IL
  Elgin, IL
  Elgin, IL
  West Dundee, IL
  Huntley, IL
  Carpentersville, IL
  Elgin, IL
  East Dundee, IL
  Algonquin, IL
• 2000-09-18 → 2008-01-31
  Invest Financial Corporation
  St. Charles, IL
  Naperville, IL
  St Charles, IL

Exams

• S66 Uniform Combined State Law Examination
  1999-07-15

Designations

• Certified Financial Planner

Other Names

• Karen Estelle Butvilas
• Karen Estelle Overcash
• Karen Estelle Overcash-Gilmore