Yolla S. Kairouz

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

• 05/2008 → 03/2020
  Wells Fargo Bank Na
  Los Angeles, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Los Angeles, CA
• 11/2016 → 03/2020
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 03/2020 → Present
  Jpmorgan Chase Bank Na
  Manhattan Beach, CA
• 03/2020 → Present
  Jpmorgan Securities Llc
  Manhattan Beach, CA

Previous Registrations

• 2011-01-03 → 2020-03-11
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  San Luis Obispo, CA
  Minneapolis, MN
  Los Angeles, CA
  Beverly Hills, CA
  Minneapolis, MN
  Tarpon Springs, FL
• 2010-08-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Los Angeles, CA
• 2010-07-07 → 2010-08-13
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  Thousand Oaks, CA
  Thousand Oaks, CA

Other Businesses

Entity Name: UCLA Anderson Economic Forecast Investment related: No "Address: https://www.anderson.ucla.edu/about/centers/ucla-anderson-forecast 110 Westwood Plaza Los Angeles, CA 90095-1481" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: For the past 70 years, the Forecast has provided insight to decision makers in business, academia, and government and has distinguished itself as the leading, independent economic forecast for greater Los Angeles, the state of California, and the United States. The Board of Advisors will advance the teaching mission of the Forecast and play an important role with the overall strategic growth of the center. It will serve as a sounding board for the Forecast economists and leadership.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27
• S63 Uniform Securities Agent State Law Examination
  2008-07-09

Other Names

• Yolanda Seoud Kairouz
• Yolla Kairouz
• Yolla Seoud Kairouz