Nevena Vatachka

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

• 06/2017 → Present
  Jpmorgan Chase Bank Na
  White Plains, NY
• 06/2017 → Present
  Jpmorgan Securities Llc
  White Plains, NY
• 07/2015 → 01/2017
  Sentinel Growth Fund Management
  Stamford, CT
• 02/2017 → 05/2017
  Unemployed
  Stamford, CT

Previous Registrations

• 2014-12-18 → 2015-07-06
  Oppenheimer & Co. Inc.
  Stamford, CT

Other Businesses

Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-19
• S63 Uniform Securities Agent State Law Examination
  2014-04-17

Other Names

• Nevena Vatuchka
• Nevena Roumenova Vatachka
• Nevy Vatachka
• Nevena R Vatachka