Charlotte Demartini

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

• 09/2013 → 06/2017
  North Shore High School
  Glen Head, NY
• 07/2017 → 08/2017
  East Hills Pool
  East Hills, NY
• 08/2017 → 05/2018
  Boston College
  Newton, MA
• 07/2018 → 08/2018
  East Hills Pool
  East Hills, NY
• 06/2019 → 08/2019
  Aig
  New York, NY
• 07/2020 → 08/2020
  Goldman Sachs
  New York, NY
• 08/2018 → 05/2021
  University Of Miami
  Miami, FL
• 07/2021 → 08/2024
  Goldman Sachs
  Miami, FL
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 02/2019 → 05/2021
  University Of Miami
  Miami, FL
• 06/2021 → 06/2021
  Unemployed
  Greenvale, NY
• 06/2018 → 06/2018
  Unemployed
  Newton, MA

Other Businesses

Effective 8/5/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-03
• S63 Uniform Securities Agent State Law Examination
  2021-09-30

Other Names

• Charlotte Claire Demartini