Zachary Chafitz

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

• 02/2015 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 04/2015 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2016 → Present
  Mtaz Investments Llc
  Wilmington, DE
• 07/2024 → Present
  1555 Federal Lp Oa
  Fort Lauderdale, FL

Other Businesses

Entity Name: 1555 Federal LP OA Investment related: No "Address: 1555 N Federal Hwy Fort Lauderdale, FL 33304 " Nature of the other business: Car Wash Position/Title/Relationship: Owner/Partner Start Date: 07/17/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This LLC will acquire land that will be used to operate a car wash via a sale-leaseback transaction. I will have no involvement with the company or the investment and I will spend zero time on it. Im not aware of any connection to JPMC and this investment is not related or similar to my role at JPMC Entity Name: MTAZ Investments LLC Investment related: Yes Address: 1209 Wilmington DE, 19801 Nature of the other business: The entity will fund investments Gregory's LLC. Position/Title/Relationship: Partial Owner Start Date: 30 Sep 2016 Approximate # of hours a month: No time commitment. Approximate # of hours during securities hours: 0 Briefly describe your duties: Other than contributing capital, I will have no responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-04
• S63 Uniform Securities Agent State Law Examination
  2015-05-18

Other Names

• Chafitz Zachary
• Zachary Michael Chafitz