Owen Prendergast

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

• 06/2017 → 10/2021
  Best Beverage Catering
  Forest Hills, NY
• 06/2019 → 08/2019
  Highcap Group
  Manhatten, NY
• 06/2016 → 08/2018
  Chaminade High School Basketball Camp
  Mineola, NY
• 08/2018 → 05/2020
  University Of South Carolina
  Columbia, SC
• 08/2020 → 09/2021
  Equitable Advisors
  New York, NY
• 10/2021 → Present
  J.P. Morgan Securities, Llc
  New York, NY
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2021 → 09/2021
  Compass Group Usa
  Manhattan, NY
• 08/2022 → 06/2024
  Ems
  Garden City, NY

Previous Registrations

• 2021-01-06 → 2021-09-27
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-17

Other Names

• Owen Prendergast
• Owen Patrick Prendergast