Sydney Marie Williams

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

• 07/2021 → Present
  Jpmorgan Chase Bank Na
  Jersey City, NJ
• 07/2021 → Present
  Jpmorgan Securities Llc
  Jersey City, NJ
• 06/2018 → 08/2018
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2019 → 06/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2020 → 09/2020
  550 Waterfront
  Saratoga Springs, NY
• 08/2015 → 05/2019
  Marist College Enrollment Services
  Poughkeepsie, NY
• 08/2018 → 05/2019
  Marist College Investment Center
  Poughkeepsie, NY
• 08/2014 → 08/2017
  Prima Pizzeria
  Schenectady, NY
• 07/2014 → 05/2019
  Marist College
  Poughkeepsie, NY
• 06/2019 → 06/2019
  Unemployed
  Alplaus, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-06
• S63 Uniform Securities Agent State Law Examination
  2021-11-20

Other Names

• Sydney M Williams