Evan Greenblatt

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

• 03/2025 → 09/2025
  Mml Investors Services, Llc
  New York, NY
• 01/2023 → 05/2023
  Hexstar Medical Group
  Melville, NY
• 05/2022 → 08/2022
  Manhattan Sports & Medicine
  New York, NY
• 05/2021 → 06/2022
  Sands Beach Club
  Lido Beach, NY
• 06/2019 → 09/2019
  Mid Island Jcc Day Camp
  Plainview, NY
• 05/2015 → 05/2020
  Plainview Old Bethpage School District
  Plainview, NY
• 08/2021 → 05/2025
  Ohio State University
  Columbus, OH
• 03/2025 → 10/2025
  Fifth Avenue Financial
  New York, NY
• 05/2024 → 08/2024
  Herold & Lantern Investments
  Melville, NY
• 08/2020 → 12/2020
  Syracuse University
  Syracuse, NY
• 05/2020 → 08/2020
  Unemployed
  Plainview, NY
• 01/2021 → 05/2021
  Nassau Community College
  Garden City, NY
• 11/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Effective 11/3/2025 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
  2025-09-11

Other Names

• Evan Greenblatt
• Evan Ross Greenblatt