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Jenna Leigh Epner

J.P. Morgan Securities LLC

New York, NY

CRD 7146965

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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 2023-10-02
TX RA APPROVED 2023-10-02
  • NY RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED
    Since 2023-10-02

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
Jp Morgan Securities Llc New York NY 07/2019 Present
Jp Morgan Chase Bank New York NY 07/2019 Present
Jewish Community Center Early Childhood Center Ann Arbor MI 01/2019 04/2019
Ross School Of Business Ann Arbor MI 01/2018 05/2019
Ross School Of Business Ann Arbor MI 01/2018 05/2019
University Of Michigan Ann Arbor MI 09/2015 05/2019
Jp Morgan Chase Bank New York NY 05/2018 08/2018
Unemployed London 05/2019 06/2019
  • 07/2019 → Present
    New York, NY
  • 07/2019 → Present
    Jp Morgan Chase Bank
    New York, NY
  • 01/2019 → 04/2019
    Jewish Community Center Early Childhood Center
    Ann Arbor, MI
  • 01/2018 → 05/2019
    Ross School Of Business
    Ann Arbor, MI
  • 01/2018 → 05/2019
    Ross School Of Business
    Ann Arbor, MI
  • 09/2015 → 05/2019
    University Of Michigan
    Ann Arbor, MI
  • 05/2018 → 08/2018
    Jp Morgan Chase Bank
    New York, NY
  • 05/2019 → 06/2019
    Unemployed
    London
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-02
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S65 Uniform Investment Adviser Law Examination
    2023-10-02
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Jenna Leigh Kravitz
  • Jenna L Kravitz
  • Jenna L Epner

View on SEC IAPD

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