Margaret Ellen Betten

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

• 07/2019 → Present
  Jpmorgan Chase Bank Na
  Palm Beach, FL
• 07/2019 → Present
  Jpmorgan Securities Llc
  Palm Beach, FL
• 11/2014 → 08/2019
  Jpmorgan Chase Bank N.A.
  Chicago, IL
• 10/2022 → 10/2025
  Forum Club Of The Palm Beaches
  North Palm Beach, FL

Other Businesses

Entity Name: Rehabilitation Center for Children and Adults Investment related: No "Address: 300 Royal Palm Way, Palm Beach, FL 33480 https://rcca.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rehabilitation Center for Children and Adults/physical therapy. Will be serving as a board member and the only connection to JPMC is that some other board members are clients of JPMC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-13
• S63 Uniform Securities Agent State Law Examination
  2019-11-05

Other Names

• Margaret Ellen Beuttenmuller