Marc Olivier Pouey

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

• 07/2013 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2018 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2018 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2021 → Present
  Mpm614Jeffery Llc
  Jacksonville, FL

Other Businesses

Entity Name: MPM614Jeffery LLC Investment related: N "Address: 13876 Soft Wind Trl Jacksonville, FL 32224" Nature of the other business: Real Estate Position/Title/Relationship: Owner/ Partner Start Date: 08/05/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This LLC is being formed to hold a family-owned apartment. My day to day involvement is minimal

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-29
• S63 Uniform Securities Agent State Law Examination
  2012-07-03

Other Names

• Marc Pouey