Jeffrey C Oskin

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

• 10/2010 → 01/2018
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2008 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Other Businesses

Entity Name: Facing Forward to end Homelessness Investment related: No Address: 642 N Kedzie, Chicago, IL Nature of the other business: Nonprofit Position/ Title/ Relationship: Board Member Start Date: Jan 01, 2019 Approximate # of hours a month: 3 Approximate # of hours during securities trading hours: 1 Briefly describe your duties: I am the treasurer of the board of directors Effective 6/15/2018 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
  2006-02-27

Designations

• Certified Financial Planner

Other Names

• Jeffrey Charles Oskin