Jamal Fontenot

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

• 06/2021 → 02/2024
  Valic Financial Advisors, Inc.
  Houston, TX
• 03/2019 → 06/2021
  Camden Property Trust
  Houston, TX
• 10/2020 → Present
  Everybodywins Llc
  Houston, TX
• 04/2024 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 04/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 02/2024 → 03/2024
  Fidelity
  Houston, TX
• 09/2022 → 02/2024
  Corebridge Financial
  Houston, TX
• 06/2021 → 09/2022
  Aig
  Houston, TX
• 04/2014 → 02/2019
  Unemployed
  Houston, TX

Previous Registrations

• 2021-11-24 → 2024-03-01
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX

Other Businesses

Entity Name: EverybodyWins LLC Investment related: Yes Address: 363 N Sam Houston Pkwy E STE 1800 Houston, Tx 77060 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/29/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a holding company for my investment property in Lane Katy, TX 77449. I don't do anything but collect rent and pay the mortgage.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-24

Other Names

• Jamal D Fontenot