Elmer Josue Chavez

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

• 01/2018 → 04/2020
  Goldman Sachs & Co Llc
  Dallas, TX
• 10/2014 → 02/2017
  Siena College
  Loudonville, NY
• 09/2014 → 01/2018
  Siena College
  Loudonville, NY
• 05/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2017 → 08/2017
  Goldman Sachs
  New York, NY
• 04/2020 → 05/2021
  Goldman Sachs & Co Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-10
• S63 Uniform Securities Agent State Law Examination
  2018-05-04

Other Names

• Elmer Chavez
• Elmer J Chavez
• Elmer J Chavez
• Elmer J J Chavez
• Elmer Josue Chavez