Harrison William Katz

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

• 08/2012 → 12/2019
  Bessemer Trust Company
  New York, NY
• 12/2019 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2019 → Present
  Jpmorgan Securities Llc
  New York, NY

Other Businesses

Entity Name: The Harrison Public Library Investment related: No Address: https://www.harrisonpl.org/board-of-trustees 2 Bruce Avenue, Harrison, NY 10528 Nature of the other business: Public Library Position/Title/Relationship: Board Member Start Date: 04/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is the public library for the town of Harrison, NY. The board of trustees oversees the business and affairs of the library in partnership with the library's director. The board has nine members, all residents of the town of Harrison. There is no connection to my role or JPM Chase.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-24
• S63 Uniform Securities Agent State Law Examination
  2019-12-09

Other Names

• Harrison Katz