Gabriel Carvalho

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Mamaroneck, NY
• 02/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Mamaroneck, NY

Other Businesses

Entity Name: Cadena Consulting LLC Investment related: No Address: 54 Narragansett Ave, Ossining NY 10562 Nature of the other business: Consultant Services Position/Title/Relationship: Employee/Contractor Start Date: 04/11/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a business consulting llc. My roll will be as an independent contractor, I will be hired to scan and digitize files for them. There is no connection to JPMC at all.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03
• S63 Uniform Securities Agent State Law Examination
  2012-11-29

Other Names

• Gabriel Rodrigues Carvalho