Jeffrey H. Susman

Current Employers

Employment History

• 05/2005 → 10/2018
  Cambiar Investors, Inc.
  Denver, CO
• 05/2005 → 10/2018
  Foreside Fund Services, Llc
  Denver, CO
• 02/2019 → 03/2025
  Jpmorgan Chase Bank Na
  Denver, CO
• 02/2019 → 03/2025
  Jpmorgan Securities Llc
  Denver, CO
• 10/2018 → 02/2019
  Unemployed
  Denver, CO
• 03/2023 → Present
  Missoula Downtown Hotels Holdco, Llc
  Denver, CO
• 03/2025 → Present
  Obermeyer Wealth Partners
  Denver, CO

Previous Registrations

• 2020-10-05 → 2025-03-16
  J.P. Morgan Securities Llc
  Denver, CO
• 2007-12-20 → 2018-10-24
  Cambiar Investors, Llc
  Denver, CO
  Denver, CO

Other Businesses

Entity Name: CP Kent Place Osteria, LLC Investment related: No Address: 3455 S University Blvd, Englewood, CO 80113 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 11/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a full service restaurant concept operated by the Frasca Hospitality Group. We would own less than 10% of the equity offering with other accredited investors and Frasca and Continuum. My role would be exclusively passive as an investor. Entity Name: Kent Denver School Investment related: No Address: Denver Colorado 80246 https://www.kentdenver.org/ Nature of the other business: Soccer Coach Position/Title/Relationship: Employee/Contractor Start Date: 08/14/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assistant soccer coach for fall 2023 season. Obviously there is no connection to financial services or JPMC. Entity Name: MISSOULA DOWNTOWN HOTELS HOLDCO, LLC Investment related: Yes "Address: c/o Evermore Partners 250 Filmore St, Suite 225 Denver, CO 80206" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/15/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is for the investment as an LP in a portfolio of 2 marriott-branded hotels in Montana. It will be run by a private real estate group called Evermore Partners. We would own approximately 0.25% of the property with our $100K investment. I have included all of the subscription documents. Entity Name: Jewish Colorado Investment related: Yes Address: 300 Denver, CO Nature of the other business: Foster and grow the jewish community within Colorado. Position/Title/Relationship: Investment Committee Member Start Date: 08-Nov-2019 Approximate # of hours a month: 2/quarter Approximate # of hours during securities trading hours: 2/quarter Briefly describe your duties: I will serve on the investment committee - approving recommendations from an outside financial consultant Entity Name: Graland Country Day School Investment related: Yes Address: 55 Clermont St, Denver CO 80220 Nature of the other business: Private school Position/Title/Relationship: Member of the Finance Committee Start Date: 01-Sep-2016 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Responsible for the oversight of the income statement, balance sheet and the investment portfolio including manager selection. KENSICO, LLC, DENVER, CO, START DATE 7/2002, MEMBER OF LLC, REAL ESTATE PARTNERSHIP, OWNER OF APARTMENT BUILDING, REVIEW OF FINANCIALS AND ATTENDANCE AT BOARD MEETINGS, INTEREST INCOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-19
• S63 Uniform Securities Agent State Law Examination
  2000-05-26

Other Names

• Jeffrey Harris Susman