Michael J. Zatarain

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

• 06/2016 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 06/2016 → 12/2019
  Bank Of America, N.A.
  Kansas City, MO
• 12/2019 → 02/2020
  Edward Jones
  New Orleans, LA
• 03/2020 → 07/2020
  Unemployed
  New Orleans, LA
• 08/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Kenner, LA
• 08/2020 → Present
  Jp Morgan Securities, Llc
  Kenner, LA
• 02/2011 → 02/2023
  Us Gymnastics
  Indianapolis, IN
• 10/2020 → 04/2025
  Crescent City Gymnastics
  New Orleans, LA

Previous Registrations

• 2019-12-18 → 2020-02-20
  Edward Jones
  Metairie, LA
  St Louis, MO
  Oakland, CA
• 2018-01-10 → 2019-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
  Berkeley, CA
  Berkeley, CA
  Clayton, MO
  Leawood, KS
  Overland Park, KS
  Emeryville, CA
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-09
• S63 Uniform Securities Agent State Law Examination
  2013-10-04

Other Names

• Michael J Zatarain
• Michael Zatarain
• Michael Joseph Zatarain