Sarah Hershenhorn

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

• 06/2022 → 07/2024
  Janus Henderson Investors Us Llc
  Denver, CO
• 06/2022 → 07/2024
  Janus Henderson Distributors Us Llc
  Denver, CO
• 06/2021 → 08/2021
  Janus Henderson Investors
  Darien, CT
• 06/2020 → 08/2020
  Ryan Specialty Group
  Chicago, IL
• 09/2018 → 03/2022
  Northwestern University
  Evanston, IL
• 04/2022 → 05/2022
  Unemployed
  Evanston, IL
• 07/2014 → 08/2018
  Unemployed
  Evanston, IL
• 07/2024 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2024 → Present
  Jpmorgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-08
• S63 Uniform Securities Agent State Law Examination
  2022-09-20

Other Names

• Sarah Holmberg Hershenhorn