Julie Malamud

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

• 06/2010 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 11/2016 → Present
  Harris County Election
  Houston, TX

Previous Registrations

• 2010-06-17 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
• 2010-02-02 → 2010-06-16
  Wells Fargo Investments, Llc
  Houston, TX
• 2008-07-07 → 2009-07-13
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Houston, TX

Other Businesses

Entity Name: Poshmark, Mercari, Ebay Investment related: No Address: HOUSTON, Texas77035 www.poshmark.com, www.mercari.com, www.ebay.com Nature of the other business: E-commerce Position/Title/Relationship: Employee/Contractor Start Date: 02/10/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My hobby outside of work is shopping thrift stores to find vintage clothing and housewares. I typically spend at least 1 hour per week sourcing items at various thrift stores. Previously, I purchased items for personal use. I will be selling items online for a profit. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: HARRIS COUNTY ELECTION POSITION: ELECTION CLERK START DATE: 11/8/2016 ADDRESS: 201 Caroline Houston TX 77002 DETAILS: WWW.HARRISVOTES.COM. JOB INCLUDES SETTING UP THE POLLING LOCATION BASED ON APPLICABLE LAWS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 12 HOURS DURING TRADING: 12

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-03
• S63 Uniform Securities Agent State Law Examination
  2006-10-08

Other Names

• Julie Ann Ross
• Julie Malamud
• Julie Ross Malamud