Adam Jakubowitz

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

• 06/2018 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 07/2018 → Present
  Jpmorgan Securities, Llc.
  San Francisco, CA
• 09/2017 → 06/2018
  Jpmoran Chase Bank. N.A.
  San Francisco, CA
• 09/2015 → 09/2017
  Fisher Investments
  San Mateo, CA

Other Businesses

Entity Name: Jewish Learning Works Investment related: Yes "Address: 44 Page St #604, San Francisco, CA 94102 https://jewishlearning.works/" Nature of the other business: Educational Services Position/Title/Relationship: Board Member Start Date: 06/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be a board member and treasury of the board Effective 6/16/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-24