Fiona Fraser Risom

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 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2019 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2015 → 05/2019
  Bucknell University
  Lewisburg, PA
• 05/2018 → 08/2018
  J.P. Morgan Chase & Co
  Greenwich, CT
• 05/2017 → 08/2017
  American Yacht Club
  Rye, NY
• 12/2016 → 05/2019
  Bucknell University Annual Fund Outreach Student Calling Program
  Lewisburg, PA
• 09/2016 → 12/2016
  Bucknell University
  Lewisburg, PA
• 05/2019 → 07/2019
  Unemployed
  New Canaan, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-02
• S63 Uniform Securities Agent State Law Examination
  2019-10-01