Adam Andrew Routledge

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

• 01/2016 → 08/2019
  Jpmorgan Chase Bank Na
  London
• 09/2019 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 09/2019 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 07/2023 → Present
  Medoh Inc.
  San Francisco, CA

Other Businesses

Entity Name: Medoh Inc. Investment related: No Address: 3675 Fillmore st, 202, San Francisco, CA, 94123 Nature of the other business: Healthcare Position/Title/Relationship: Owner/Partner Start Date: 07/27/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not involved in company. Healthcare start up.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-26
• S63 Uniform Securities Agent State Law Examination
  2019-11-15

Other Names

• Adam Andrew Routledge
• Adam Andrew Routledge