Alison Zarella

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Philadelphia, PA
• 08/2019 → 06/2021
  Aramark
  Clemson, SC
• 06/2020 → 08/2020
  Jpmorgan
  Ardmore, PA
• 05/2018 → 08/2019
  The Zarella Law Office, Llc
  Philadelphia, PA
• 07/2019 → 07/2019
  Mill Creek Captial Advisors, Llc
  Conshohocken, PA
• 08/2017 → 05/2021
  Clemson University
  Clemson, SC
• 06/2019 → 06/2019
  Saranolt Inc
  Bryn Mawr, PA
• 03/2017 → 08/2017
  Bed Bath & Beyond
  Radnor, PA
• 06/2011 → 02/2017
  Unemployed
  Ardmore, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-25

Other Names

• Alison Grace Zarella