Zachary Purdy

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 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 05/2024 → 02/2025
  Angellist
  San Francisco, CA
• 12/2022 → 05/2024
  Project Midas Dba Orum
  New York, NY
• 12/2019 → 11/2022
  Fts Tech Dba Flow
  San Francisco, CA
• 04/2019 → 11/2019
  Lendinghome
  San Francisco, CA
• 01/2019 → 04/2019
  Flexport
  San Francisco, CA
• 01/2016 → 01/2019
  Lendinghome
  San Francisco, CA
• 03/2025 → Present
  Purdy Goode Holdings Llc
  Orinda, CA

Other Businesses

Entity Name: Purdy Goode Holdings LLC Investment related: No Address: Orinda, CA Nature of the other business: Real Estate Position/Title/Relationship: Advisor/Officer Start Date: 03/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This entity is a holding company for one rental property. I help with maintenance and communications with tenants.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-03

Other Names

• Zack A Purdy
• Zack Purdy
• Zachary Purdy