Kara Leventis

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 → 08/2021
  Jpmorgan Chase Bank Na
  Cleveland, OH
• 02/2019 → 08/2021
  Jpmorgan Securities Llc
  Cleveland, OH
• 05/2018 → 01/2019
  Mchenry Advisers, Inc.
  New Albany, OH
• 02/2017 → 05/2018
  Cassie'S Cardinals
  Columbus, OH
• 12/2017 → 01/2018
  Ajax Tocco Magnethermic
  Warren, OH
• 12/2015 → 10/2017
  The Ohio State University Wexner Medical Center
  Columbus, OH
• 08/2021 → 07/2022
  Jpmorgan Securities Llc
  New York, NY
• 08/2015 → 05/2018
  The Ohio State University
  Columbus, OH
• 07/2022 → 04/2023
  Hps Investment Partners
  New York, NY
• 05/2023 → 10/2023
  Stepstone Group
  Cleveland, OH
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Cleveland, OH
• 10/2023 → Present
  J.P. Morgan Securities Llc
  Cleveland, OH
• 08/2021 → 07/2022
  Jpmorgan Chase Bank, Na
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-28
• S63 Uniform Securities Agent State Law Examination
  2019-05-24

Other Names

• Kara Leventis
• Kara Nicole Leventis