Abigail Swanton

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

• 08/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2022 → 08/2024
  Avanade
  New York, NY
• 05/2021 → 05/2022
  Trane Technologies
  Pinebrook, NJ
• 06/2019 → 08/2020
  Rockledge Grille
  West Hartford, CT
• 10/2019 → 03/2020
  Purdue University
  West Lafayette, IN
• 04/2016 → 08/2019
  West Hartford Leisure Services
  West Hartford, CT
• 08/2018 → 05/2022
  Purdue University
  West Lafayette, IN
• 06/2022 → 06/2022
  Unemployed
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-01-10

Other Names

• Abigail Swanton
• Abigail Marie Swanton