Eric Walsh

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

• 11/2012 → 04/2017
  Pnc Investments
  Hilliard, OH
• 05/2017 → Present
  J.P Morgan Securities Llc
  Westerville, OH
• 01/2018 → Present
  Grove City Parks And Recreation
  Grove City, OH
• 05/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Westerville, OH

Previous Registrations

• 2012-12-20 → 2017-05-08
  Pnc Wealth Management Llc
  Hilliard, OH
  Columbus, OH
  Columbus, OH
• 2012-04-23 → 2012-08-14
  Wells Fargo Clearing Services, Llc
  Columbus, OH

Other Businesses

Entity Name: Uber Investment related: No "Address: 1725 3rd St., San Francisco, CA 94158 https://www.uber.com" Nature of the other business: Rideshare Position/Title/Relationship: Employee/Contractor Start Date: 10/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: providing ride share services to pickup and drop of people for compensation ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: GROVE CITY PARKS AND RECREATION POSITION: SPORTS REFEREE START DATE: 1/6/2018 ADDRESS: 3226 Grove City, Ohio DETAILS: HTTP://WWW.GROVECITYOHIO.GOV/PARKS-AND-RECREATION. VARIOUS SPORTS INCLUDING BASKETBALL, BASEBALL, SOFTBALL, VOLLEYBALL. OFFICIATING SPORTING EVENTS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 15 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-04-20

Other Names

• Eric A Walsh