Jared Escamilla

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

• 02/2019 → 05/2022
  Fidelity Investments
  American Fork, UT
• 08/2018 → 02/2019
  Compunnel/Morgan Stanley
  South Jordan, UT
• 12/2017 → 08/2018
  Alder Holdings
  Orem, UT
• 06/2016 → 05/2017
  Bluehost
  Orem, UT
• 05/2017 → 12/2017
  Unemployed
  Provo, UT
• 06/2022 → 06/2023
  Fisher Investments
  Plano, TX
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  North Richland Hills, TX
• 06/2024 → 07/2024
  Save A Shield Inc
  Fort Worth, TX
• 03/2024 → 05/2024
  Bowkay Designs
  Keller, TX
• 06/2023 → 03/2024
  Unemployed
  Haltom City, TX
• 08/2024 → Present
  J.P. Morgan Securities Llc
  North Richland Hills, TX

Previous Registrations

• 2022-08-02 → 2023-06-21
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-30
• S65 Uniform Investment Adviser Law Examination
  2022-08-02

Other Names

• Jared Aaron Escamilla
• Jared Escamilla