Jacob Brozon

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

• 07/2023 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2023 → Present
  Jpmorgan Securities
  New York, NY
• 06/2022 → 08/2022
  Jpmorgan Chase Bank, Na
  New York, NY
• 05/2021 → 07/2021
  Star Mountain Capital
  New York, NY
• 01/2021 → 05/2021
  Harley Capital Llc
  New York, NY
• 05/2020 → 01/2021
  Costello's Ace Hardware
  Caldwell, NJ
• 10/2020 → 04/2021
  Ruffalo Noel Levitz
  Bronx, NY
• 08/2019 → 05/2023
  Fordham University
  Bronx, NY
• 06/2013 → 07/2019
  Unemployed
  Caldwell, NJ
• 06/2023 → 06/2023
  Unemployed
  Caldwell, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11

Other Names

• Jacob Paul Brozon