Elizabeth Shaheen

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
  New York, NY
• 05/2018 → 08/2018
  Mclagan Partners Inc
  Minneapolis, MN
• 09/2016 → 05/2020
  Tufts University
  Medford, MA
• 05/2018 → 08/2018
  Aon
  Chicago, IL
• 05/2017 → 08/2017
  The Howe Family
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-18
• S63 Uniform Securities Agent State Law Examination
  2020-09-21

Other Names

• Elizabeth A Shaheen
• Elizabeth C Shaheen
• Elizabeth Conroy Shaheen