Kevin Berenzon

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

• 01/2023 → 07/2024
  Equitable Advisors, Llc.
  New York, NY
• 08/2022 → 08/2022
  Nadine Bocelli Company Inc.
  New York, NY
• 09/2018 → 11/2021
  City Of New York
  Staten Island, NY
• 02/2020 → 05/2020
  New York University
  New York, NY
• 07/2021 → 08/2021
  Equitable Advisors, Llc/Michael Coppola
  Woodbridge, NJ
• 02/2023 → 07/2024
  Equitable Financial Life Insurance Co
  New York, NY
• 07/2020 → 03/2022
  Compass Real Estate Group
  New York, NY
• 03/2018 → 06/2018
  Primark Us Corp
  New York, NY
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 07/2024 → Present
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 07/2014 → 02/2018
  Unemployed
  Staten Island, NY
• 07/2018 → 08/2018
  Unemployed
  Staten Island, NY
• 04/2022 → 07/2022
  Unemployed
  Staten Island, NY
• 09/2022 → 12/2022
  Unemployed
  Staten Island, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20
• S63 Uniform Securities Agent State Law Examination
  2023-06-14

Other Names

• Kevin Berenzon
• Kevin M Berenzon