Rachel C. Ramm

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

• 09/2015 → 08/2017
  Publix Supermarkets
  Hernando, FL
• 05/2018 → 06/2019
  University Of Florida
  Gainesville, FL
• 06/2019 → 08/2019
  Energy Impact Partners
  New York, NY
• 07/2020 → 08/2020
  Citigroup
  New York, NY
• 07/2021 → 06/2022
  Citigroup
  New York, NY
• 08/2017 → 04/2021
  University Of Florida
  Gainesville, FL
• 06/2022 → Present
  Jpmorgan Chase Bank Na
  Charlotte, NC
• 06/2022 → Present
  Jpmorgan Securities Llc
  Charlotte, NC
• 05/2021 → 06/2021
  Unemployed
  Gainesville, FL

Previous Registrations

• 2022-02-24 → 2022-06-17
  Citigroup Global Markets Inc.
  Tampa, FL
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2022-02-24 → 2022-06-17
  Citi Private Alternatives, Llc
  New York, NY
  Tampa, FL
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-24

Other Names

• Rachel Cecelia Ramm