James Homfeldt

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

• 03/2021 → 11/2021
  Vanguard Group
  Scottsdale, AZ
• 05/2020 → 12/2020
  Kalyx Capital Management
  Bend, OR
• 07/2019 → 05/2020
  University Of Oregon Student Rec Center
  Eugene, OR
• 01/2020 → 05/2020
  Peer Executive Group
  Eugene, OR
• 06/2018 → 09/2018
  Pape Group Inc.
  Eugene, OR
• 06/2016 → 04/2023
  Bullet Rental & Sales Inc.
  Klamath Falls, OR
• 09/2017 → 12/2020
  University Of Oregon
  Eugene, OR
• 11/2021 → 05/2023
  Morgan Stanley / Smith Barney Llc
  Gilbert, AZ
• 11/2021 → 05/2023
  Morgan Stanley
  Gilbert, AZ
• 03/2021 → 11/2021
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Scottsdale, AZ
• 05/2023 → Present
  Jp Morgan Securities, Llc
  Scottsdale, AZ

Previous Registrations

• 2022-01-25 → 2023-05-30
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-01-13
• S63 Uniform Securities Agent State Law Examination
  2021-04-30

Other Names

• James S Homfeldt
• James Homfeldt
• James Stewart Homfeldt