Christian E. Parfit

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

• 07/2019 → 04/2022
  Ubs Financial Services
  Miami, FL
• 02/2019 → 06/2019
  Ubs Financial Services
  Miami, FL
• 08/2018 → 05/2019
  University Of Miami, School Of Business
  Coral Gables, FL
• 05/2018 → 08/2018
  Bacardi Limited
  Coral Gables, FL
• 08/2014 → 05/2018
  Wake Forest University
  Winston-Salem, NC
• 04/2022 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL

Previous Registrations

• 2019-10-04 → 2022-04-25
  Ubs Financial Services Inc.
  Miami, FL

Other Businesses

Effective 4/14/2022 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

• S65 Uniform Investment Adviser Law Examination
  2019-09-24
• S63 Uniform Securities Agent State Law Examination
  2019-06-27

Other Names

• Christian Parfit
• Christian Edward Jack Parfit