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Sara Kutscher

J.P. Morgan Securities LLC

New York, NY

CRD 7131172

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-14
  • NY RA
    APPROVED
    Since 2024-10-14

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, Na New York NY 06/2020 Present
Jpmorgan Securities Llc New York NY 08/2022 Present
Evercore New York NY 06/2019 08/2019
Cbre New York NY 06/2018 08/2018
Yext New York NY 06/2017 08/2017
Brown University Providence RI 09/2016 05/2020
  • 06/2020 → Present
    Jpmorgan Chase Bank, Na
    New York, NY
  • 08/2022 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 06/2019 → 08/2019
    Evercore
    New York, NY
  • 06/2018 → 08/2018
    Cbre
    New York, NY
  • 06/2017 → 08/2017
    Yext
    New York, NY
  • 09/2016 → 05/2020
    Brown University
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Sara Isabel Kutscher

View on SEC IAPD

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