Jarrod Donald Lacombe

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

• 03/2010 → 01/2018
  Jpmorgan Chase Bank Na
  Largo, FL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Largo, FL
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Largo, FL

Previous Registrations

• 2010-04-01 → 2012-10-01
  Chase Investment Services Corp.
  Largo, FL
  Tampa, FL
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Tampa, FL
  Saint Petersburg, FL
  St. Petersburg, FL
  Pinellas Park, FL
  Pinellas Park, FL
  Tampa, FL
  Tampa, FL
  St Pete Beach, FL
  Pinellas Park, FL
  St. Petersburg, FL
  Tampa, FL
  Palm Harbor, FL
  Tarpon Springs, FL
  Clearwater, FL
  Largo, FL
  Clearwater, FL
  Largo, FL
  Largo, FL
• 2005-10-13 → 2010-03-02
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-10-11