Jack Callahan

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2021 → 08/2021
  Mission Capital Llc
  New York, NY
• 06/2024 → 12/2024
  Unemployed
  Scarsdale, NY
• 07/2018 → 08/2018
  Unemployed
  Scarsdale, NY
• 01/2025 → 05/2026
  Ubs Financial Services, Inc
  Weehawken, NJ
• 06/2022 → 05/2024
  Deloitte Tax Llp
  Chicago, IL
• 09/2018 → 04/2022
  University Of Michigan
  Ann Arbor, MI
• 09/2014 → 06/2018
  Scarsdale High School
  Scarsdale, NY
• 05/2022 → 05/2022
  Unemployed
  Scarsdale, NY

Previous Registrations

• 2025-04-10 → 2026-06-09
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

Effective 6/1/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-10