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Julia Episcopio

J.P. Morgan Securities LLC

New York, NY

CRD 7386676

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-16
NY RA APPROVED 2021-10-01
  • TX RA
    APPROVED
    Since 2022-11-16
  • NY RA
    APPROVED
    Since 2021-10-01

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na New York NY 06/2021 Present
Jpmorgan Securities Llc New York NY 06/2021 Present
Jpmorgan Chase Bank Na New York NY 06/2018 08/2018
Villanova University Villanova PA 08/2015 05/2019
Under Armour Monroe-Woodbury NY 05/2016 01/2018
Jpmorgan Chase Bank Na New York NY 07/2019 05/2021
Unemployed Goshen NY 06/2019 06/2019
  • 06/2021 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2021 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 06/2018 → 08/2018
    Jpmorgan Chase Bank Na
    New York, NY
  • 08/2015 → 05/2019
    Villanova University
    Villanova, PA
  • 05/2016 → 01/2018
    Under Armour
    Monroe-Woodbury, NY
  • 07/2019 → 05/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2019 → 06/2019
    Unemployed
    Goshen, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01
Other Names
  • Julia A Episcopio
  • Julia Anne Episcopio

View on SEC IAPD

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