Julia Charron Arnsworth

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 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conroe, TX
• 11/2012 → 08/2018
  Bank Of America N.A.
  Conroe, TX
• 08/2020 → Present
  Jp Morgan Chase Bank, N.A.
  The Woodlands, TX
• 08/2020 → Present
  Jp Morgan Securities, Llc
  The Woodlands, TX
• 08/2018 → 08/2020
  Bank Of America, N.A.
  Ft. Lauderdale, FL

Previous Registrations

• 2017-12-11 → 2020-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
  Davie, FL
  College Station, TX
  Tomball, TX
  Magnolia, TX
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Oakland Park, FL
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-05-25

Other Names

• Julia Fishbean
• Julia C Fishbein
• Fishbein Charron Julia
• Julia Charron Fishbein
• Julia Fishbein