James Peter Feketie

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

• 08/2019 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2019 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2017 → 06/2019
  Dartmouth College
  Hanover, NH
• 06/2018 → 08/2018
  J.P. Morgan
  New York, NY
• 03/2018 → 12/2018
  Winn & Parshley Llc
  Hanover, NH
• 09/2010 → 07/2017
  Cambridge Associates
  Arlington, VA
• 06/2019 → 08/2019
  Unemployed
  Narragansett, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-06
• S63 Uniform Securities Agent State Law Examination
  2019-11-08