Serena Fred

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
  Greenwich, CT
• 07/2023 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 09/2022 → 12/2022
  Binghamton University
  Binghamton, NY
• 06/2022 → 08/2022
  Jpmorgan Chase Bank, Na
  Greenwich, CT
• 03/2022 → 05/2022
  Dick's Sporting Goods
  Vestal, NY
• 06/2021 → 08/2021
  Northwestern Mutual
  Poughkeepsie, NY
• 08/2019 → 12/2022
  State University Of New York At Binghamton
  Binghamton, NY
• 04/2018 → 06/2019
  Tee Bar Corporation
  Fishkill, NY
• 07/2013 → 03/2018
  Unemployed
  Hopewell Junction, NY
• 07/2019 → 07/2019
  Unemployed
  Hopewell Junction, NY
• 01/2023 → 06/2023
  Unemployed
  Binghamton, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01

Other Names

• Serena Justine Fred