Emma Francis Soderquist

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

• 05/2014 → 01/2017
  The Tap House
  Tuckahoe, NY
• 12/2016 → 04/2017
  Madhatter Dc
  Washington, DC
• 06/2017 → 08/2017
  Pacific Investment Management Company Llc
  New York, NY
• 02/2017 → 05/2018
  Corepower Yoga
  Washington, DC
• 09/2017 → 05/2018
  George Washington School Of Business
  Washington, DC
• 09/2017 → 05/2018
  George Washington School Of Business
  Washington, DC
• 08/2014 → 05/2018
  George Washington University
  Washington, DC
• 07/2018 → 05/2021
  Pacific Investment Management Company Llc
  New York, NY
• 08/2018 → 05/2021
  Pimco Investments Llc
  New York, NY
• 05/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2018 → 06/2018
  Unemployed
  Yonkers, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-08
• S63 Uniform Securities Agent State Law Examination
  2018-12-17