Courtney Quinlan

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

• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → 08/2024
  Goldman Sachs
  Dallas, TX
• 06/2021 → 08/2021
  Goldman Sachs
  Dallas, TX
• 05/2020 → 08/2020
  Plutus21 Capital
  Dallas, TX
• 08/2018 → 05/2022
  Southern Methodist University
  Dallas, TX
• 09/2014 → 07/2018
  Unemployed
  Dallas, TX
• 06/2022 → 06/2022
  Unemployed
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26

Other Names

• Courtney Quinlan
• Courtney Elizabeth Quinlan