Jeremy Cox

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

• 04/2015 → 01/2022
  Citizens Bank
  Riverside, RI
• 04/2015 → 01/2022
  Citizens Securities Inc
  Riverside, RI
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Wakefield, RI
• 02/2022 → Present
  J.P. Morgan Securities Llc
  Wakefield, RI

Previous Registrations

• 2018-09-11 → 2022-01-18
  Citizens Securities, Inc.
  Johnston, RI
  Smithfield, RI
  Johnston, RI
  Smithfield, RI
  Johnston, RI
  Stamford, CT
  Wakefield, RI
  Narragansett, RI
  Canton, MA
  Johnston, RI
  Bridgeport, CT
  Johnston, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-11
• S63 Uniform Securities Agent State Law Examination
  2016-02-22

Other Names

• Jeremy Lee Cox