Joshua Jogwe

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

• 09/2017 → 09/2018
  Bsh Home Appliances
  Irvine, CA
• 01/2016 → 09/2017
  City Of Santa Ana
  Santa Ana, CA
• 08/2014 → 09/2017
  Clubcorp
  Costa Mesa, CA
• 10/2018 → 07/2021
  Prudential Financial - Pruco
  Irvine, CA
• 07/2021 → 12/2022
  Capital Group Private Client Services, Inc.
  Los Angeles, CA
• 09/2013 → 06/2018
  University Of California, Irvine
  Irvine, CA
• 01/2023 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 01/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 10/2018 → 07/2021
  Pruco Securites, Llc
  Irvine, CA
• 03/2019 → 07/2021
  Prudential Insurance Company Of America
  Irvine, CA
• 07/2018 → Present
  Ez Buckets Basketball
  Santa Ana, CA
• 09/2023 → Present
  Oakland Roots And Soul Sports Club
  Tustin, CA

Previous Registrations

• 2021-08-26 → 2023-01-18
  Capital Group Private Client Services, Inc.
  Los Angeles, CA
• 2021-05-19 → 2021-07-15
  Pruco Securities, Llc.
  Irvine, CA

Other Businesses

Entity Name: Oakland Roots and Soul Sports Club Investment related: No Address: Tustin, California, 92780, www.oaklandrootssc.com Nature of the other business: Sports Club Position/Title/Relationship: Owner/Partner Start Date: 09/21/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pro soccer club that supports local and non-profit organizations that all use sports and arts as a vehicle to support the underserved youth in Oakland. I have no responsibilities aside from voting electronically just I would as owner of any publicly traded security. There is no connection to my role at JPMC. Entity Name: EZ Buckets Basketball Investment related: No "Address: 1010 W. MacArthur Blvd #26, Santa Ana, CA 92707 www.ezbucketsbball.com" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Youth basketball coaching/training. Not financial services related/not similar to JPMC role."

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-11
• S63 Uniform Securities Agent State Law Examination
  2019-02-11

Other Names

• Joshua Jogwe
• Joshua C Jogwe
• Joshua Jogwe
• Josh Jogwe
• Joshua Chukwudi Jogwe