William Christopher Sinclair

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

• 07/2007 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2007 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: The Gleacher Foundation Investment related: Yes "Address: 11453 Old Harbour Road North Palm Beach, FL 33408" Nature of the other business: Charity Services Position/Title/Relationship: Board Member Start Date: 04/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A very close family friend (I am the godfather for their child) asked me to serve on the board of their family foundation to assist with charitable donations. We plan to open a checking account at JPMC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-09
• S63 Uniform Securities Agent State Law Examination
  2007-12-08