Santanna Moody

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

• 03/2016 → 12/2018
  New York Life Insurance Company
  San Antonio, TX
• 03/2016 → 12/2018
  Nylife Securities Llc
  San Antonio, TX
• 12/2018 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 12/2018 → Present
  J.P. Morgan Securities Llc
  Schertz, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-01-06
• S63 Uniform Securities Agent State Law Examination
  2016-12-08

Other Names

• Santanna Deshea Bolton
• Santanna Deshea Kozlowski
• Santanna Moody
• Shea Moody
• Santanna Deshea Moody