Gina Jamurath

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

• 03/2017 → 01/2021
  Wells Fargo Clearing Services
  Miami, FL
• 03/2017 → 01/2021
  Wells Fargo Bank
  Miami, FL
• 11/2015 → 03/2017
  Wells Fargo Bank
  Miami, FL
• 01/2021 → 03/2023
  Ubs Financial Services Inc.
  Miami, FL
• 03/2023 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 03/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL

Previous Registrations

• 2021-02-16 → 2023-04-05
  Ubs Financial Services Inc.
  Miami, FL
• 2018-01-12 → 2021-02-04
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Miami, FL
  Coral Gables, FL
  Tarpon Springs, FL

Other Businesses

Effective 3/28/2023 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

• S66 Uniform Combined State Law Examination
  2017-11-29

Other Names

• Gina Jamurath