Gerald Jake Resop

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
  Fond Du Lac, WI
• 12/2015 → Present
  Jpmorgan Chase Bank, Na.
  Fond Du Lac, WI

Previous Registrations

• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Fond Du Lac, WI
  Fond Du Lac, WI
  Fond Du Lac, WI
• 2005-07-01 → 2005-07-06
  Banc One Securities Corporation
  Fond Du Lac, WI
• 2002-12-11 → 2003-03-19
  Ameriprise Financial Services, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2002-12-10

Other Names

• Jake Resop
• Gerald Jacob Resop