Keri Mcbride Maccoll

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

• 08/2003 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 03/2020 → Present
  Knock Twice Holdings Llc
  New York, NY
• 08/2003 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT

Other Businesses

Entity Name: MilkMate Investment related: No Address: https://milkmate.com 521 Fifth Avenue Floor 18 New York, NY 10175 Nature of the other business: Health & Wellness Position/Title/Relationship: Advisor/Officer Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: MilkMate is redefining workplace wellness by making it easier for working moms to pump breast milk while at work. Our turnkey solution outfits office wellness rooms with everything a mom needs - no bags, no hassle - promoting a culture of equity, inclusion, and efficiency. By enabling moms to balance their professional and personal lives more seamlessly, we aim to foster more productive, supportive workplaces. MilkMate has a business bank relationship with Chase. Entity Name: Knock Twice Holdings LLC Investment related: No Address: 145 New York, NY Nature of the other business: Beverage/Spirits company. Knock Twice Tequila is a spicy infused tequila cocktail. Position/Title/Relationship: Director; General Partner Start Date: 03-Mar-2020 Approximate # of hours a month: 10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As co-founder, my responsibilities would be to manage product development, identify market opportunities, etc. Entity Name: Westhampton Country Club Investment related: No Address: 35 Westhampton beach, ny Nature of the other business: Summer club; junior sports/golf/tennis Position/Title/Relationship: Director Start Date: 22-Oct-2019 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Treasurer of the club and member of the executive committee Entity Name: The Darien Foundation Investment related: Yes Address: 17145 Brook Street Darien, CT Nature of the other business: Funding source for capital projects that support and enhance Darien. Position/Title/Relationship: Officer Start Date: 10-Oct-2019 Approximate # of hours a month: 2 hours a month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member and serving on the finance committee as well.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-27
• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Other Names

• Keri Elizabeth Mcbride