Savannah Hufendick

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 → 02/2021
  Jpmorgan Securities Llc
  Los Angeles, CA
• 07/2019 → 02/2021
  Jpmorgan Chase Bank Na
  Los Angeles, CA
• 09/2017 → 05/2018
  Precioustatus
  Minneapolis, MN
• 06/2017 → 08/2017
  Stanford Student Enterprises
  Stanford, CA
• 03/2017 → 05/2019
  University Of St. Thomas
  St. Paul, MN
• 06/2018 → 08/2018
  J.P. Morgan Chase
  Minneapolis, MN
• 05/2019 → 07/2019
  Unemployed
  Minneapolis, MN
• 09/2015 → 02/2017
  Unemployment
  Minneapolis, MN
• 03/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 03/2021 → Present
  Jpmorgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-28
• S63 Uniform Securities Agent State Law Examination
  2019-10-26

Other Names

• Savannah Louise Hufendick