Jacob Michael Certner

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

• 06/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 05/2019 → 08/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2018 → 09/2018
  Cred Invest
  Tel Aviv
• 04/2017 → 02/2018
  Verified Strategy Digital Consulting
  Washington, DC
• 09/2016 → 05/2020
  University Of Maryland
  College Park, MD
• 09/2024 → Present
  Half Horse Ventures, Llc
  Manhattan, NY

Other Businesses

Entity Name: Half Horse Ventures, LLC Investment related: No Address :Manhattan New York 10009 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC will be a single member owned LLC owned for the sole purpose of investing in a secondary LLC that will buy, own, and sell single-family investment property

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2020-11-09

Other Names

• Jake Certner