Laura Marie Dore

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

• 10/2020 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 10/2020 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 12/2004 → 10/2020
  Jpmorgan Chase Bank Na
  Houston, TX

Other Businesses

I am a co-trustee (with two other family members) on a family trust that holds our family farm assets (just crop land, seeds and a residence. Stewart Family Farm Trust Established Dec 21, 2015 We (the trustees) also established a Beneficiary Agreement that names my Aunt as the trust property manager. I devote zero hours to the other business. My role as trustee is passive; I certify my income annually, receive a distribution from crop sales and submit a K1 to the IRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-07
• S63 Uniform Securities Agent State Law Examination
  2020-12-19

Other Names

• Laura Marie Stewart