Gerardo Jesus Espinosa

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

• 07/2018 → Present
  Jpmorgan Securities Llc
  New York, NY
• 07/2018 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2014 → 05/2018
  University Of Maryland
  College Park, MD
• 05/2017 → 08/2017
  J.P. Morgan Chase
  New York, NY
• 08/2014 → 12/2016
  University Of Maryland
  College Park, MD

Other Businesses

Entity Name: HOPE Hydration Investment related: N "Address: Address: 5101 River Road, Bethesda MD 20816 Website: https://hopehydrate.com/" Nature of the other business: Water Stations Position/Title/Relationship: Owner/Partner Start Date: 07/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No responsibility, investing in a friend's company that is creating water stations to install around the US. It is not similar to my JPMC role in any way.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29
• S63 Uniform Securities Agent State Law Examination
  2018-09-10