Charity Jane Schulz

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
  San Diego, CA
• 02/2010 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA

Previous Registrations

• 2010-03-09 → 2012-10-01
  Chase Investment Services Corp.
  Poway, CA
  San Diego, CA
• 2004-02-11 → 2009-01-15
  Equitable Advisors, Llc
  Irvine, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-02-04

Other Names

• Charity J Panganiban
• Charity J Schulz