Michelle Taveras

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

• 11/2015 → Present
  Jpmorgan Chase Bank, N.A.
  Hastings On Hudson, NY
• 11/2015 → Present
  J.P. Morgan Securities Llc
  Hastings On Hudson, NY
• 05/2025 → Present
  Michelle Taveras
  Mount Vernon, NY

Other Businesses

Entity Name: Michelle Taveras Investment related: No Address: Mount Vernon NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: the property is a privately owned residential investment property held for rental income. it is owned individually. i am responsible for managing the property and collecting rent. this role is not similar to my firms role. it is a personal investment unrelated to financial advisory, investment management, or client services. there is no connection to jpmorganhase

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30
• S63 Uniform Securities Agent State Law Examination
  2016-01-15

Other Names

• Michelle Taveras