Claire A Lea-Howarth

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

• 09/2004 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2004 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: Release Recovery Holdings LLC Investment related: No "Address: Outpatient facility at 3020 Westchester Ave, Ste 400, Harrison NY Additional facility in NYC www.releaserecovery.com" Nature of the other business: Treatment Facility Position/Title/Relationship: Owner/Partner Start Date: 06/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Founder owned and operated intensive outpatient treatment facility reimagining how to treat those struggling with alcohol and substance abuse. My husband will be working there and we wish to invest into their latest round of fund raising. I will have no operational involvement in the organization whatsoever so my hours dedicated to the role is zero

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-01
• S63 Uniform Securities Agent State Law Examination
  2005-01-11

Other Names

• Claire A. Lea-Howarth