Teresa Stewart

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 → 06/2024
  Goldman Sachs Co & Llc
  New York, NY
• 08/2015 → 05/2019
  State University Of New York
  Geneseo, NY
• 05/2018 → 07/2018
  Bechtel Group
  Niskayuna, NY
• 05/2017 → 07/2017
  Nys Attorney General Forensic
  Albany, NY
• 08/2016 → 01/2019
  Suny Geneseo Game Management
  Geneseo, NY
• 07/2016 → 01/2019
  Dunning Street Station Restaurant
  Malta, NY
• 06/2024 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 06/2024 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 06/2019 → 06/2019
  Unemployed
  Ballston Lake, NY
• 05/2017 → 08/2017
  Lakeridge Restaurant
  Round Lake, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-14
• S63 Uniform Securities Agent State Law Examination
  2021-01-15

Other Names

• Tess Ann Necaise
• Tess Necaise
• Teresa Ann Necaise
• Teresa Necaise