Adam Cachero

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

• 07/2020 → 09/2021
  Td Ameritrade, Inc.
  Omaha, NE
• 11/2018 → 07/2020
  Applied Underwriters Inc.
  Omaha, NE
• 06/2018 → 10/2018
  Unemployed
  Omaha, NE
• 05/2017 → 12/2017
  Lyft
  Omaha, NE
• 08/2014 → 05/2018
  Creighton University
  Omaha, NE
• 10/2021 → 09/2023
  E*Trade Securities Llc
  Bloomington, MN
• 10/2021 → 03/2024
  E*Trade Capital Management Llc/E*Trade Securities Llc
  Bloomington, MN
• 10/2021 → 03/2024
  Morgan Stanley
  Bloomington, MN
• 01/2023 → 03/2024
  Morgan Stanley
  Bloomington, MN
• 10/2021 → 09/2023
  Harrisdirect Llc
  Bloomington, MN
• 10/2021 → 01/2022
  E*Trade Financial Corporation
  Bloomington, MN
• 07/2020 → 09/2021
  Charles Schwab
  Omana, NE
• 07/2020 → 06/2021
  Td Ameritrade Services Co., Inc.
  Omaha, NE
• 04/2024 → Present
  J.P. Morgan Securities Llc
  Minneapolis, MN
• 04/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Minneapolis, MN

Previous Registrations

• 2023-09-05 → 2024-04-02
  Morgan Stanley
  Bloomington, MN
• 2021-10-12 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-06-10
• S63 Uniform Securities Agent State Law Examination
  2020-11-10

Other Names

• Adam Gavin Cachero
• Adam Cachero
• Adam G Cachero