Louis Jondee

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-08-01
TX	RA	APPROVED	2023-01-17
NJ	RA	APPROVED	2022-12-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
First Republic Investment Management, Inc.	New York	NY	02/2020	09/2022
First Republic Securities Company, Llc	New York	NY	01/2021	09/2022
First Republic Bank	New York	NY	08/2018	02/2020
Emigrant Mortgage Co	Elmsford	NY	07/2016	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Paramus	NJ	10/2022	Present
Baruch College	New York	NY	01/2016	05/2019
Bank Of America N.A.	Paramus	NJ	12/2022	Present

02/2020 → 09/2022

First Republic Investment Management, Inc.

New York, NY
01/2021 → 09/2022

First Republic Securities Company, Llc

New York, NY
08/2018 → 02/2020

First Republic Bank

New York, NY
07/2016 → 08/2018

Emigrant Mortgage Co

Elmsford, NY
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paramus, NJ
01/2016 → 05/2019

Baruch College

New York, NY
12/2022 → Present

Bank Of America N.A.

Paramus, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-17

Nearby Firms