Joel Drescher

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

• 03/2020 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 10/2017 → 12/2019
  Millennium Partners
  New York, NY
• 08/2015 → 10/2017
  Drescher Capital
  San Francisco, CA
• 06/2020 → 11/2023
  Citi Private Bank
  San Francisco, CA
• 11/2023 → Present
  Jpmorgan Chase Bank, Na
  San Francisco, CA
• 11/2023 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 01/2020 → 02/2020
  Unemployed
  Moraga, CA
• 01/2024 → Present
  Uc Regents (Uc Berkeley Haas Business School)
  Berkeley, CA

Previous Registrations

• 2020-11-16 → 2023-11-16
  Citigroup Global Markets Inc.
  San Francisco, CA

Other Businesses

Entity Name: UC Regents (UC Berkeley Haas Business School) Investment related: No "Address: 2220 Piedmont Ave, Berkeley, CA 94720https://haas.berkeley.edu/" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/18/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Education. Lecturer, teaching a 3 unit spring MBA course. No connection to JP Morgan.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22
• S63 Uniform Securities Agent State Law Examination
  2000-08-07

Other Names

• Joel Matthew Drescher