Susan Eckelmann Kizer

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

• 06/2019 → 09/2022
  Goldman Sachs & Co. Llc
  Los Angeles, CA
• 06/2018 → 08/2018
  Goldman Sachs
  Los Angeles, CA
• 01/2018 → 03/2018
  World Bank Group
  Washington, DC
• 08/2017 → 05/2019
  Georgetown University
  Washington, DC
• 07/2016 → 05/2018
  Eckelmann Consulting
  Costa Mesa, CA
• 04/2013 → 11/2016
  Project Hope Alliance
  Costa Mesa, CA
• 09/2022 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 09/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 01/2019 → 05/2019
  Georgetown University
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2019-09-24

Other Names

• Susan Claire Eckelmann
• Susi Diaz
• Susan Diaz
• Susi Eckelmann
• Susan C Eckelmann
• Susan C Kizer