Serena Young

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  Walnut Creek, CA
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Walnut Creek, CA
• 09/2024 → 06/2025
  Unemployed
  San Francisco, CA
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 09/2023 → 05/2024
  Unemployed
  San Francisco, CA
• 06/2023 → 08/2023
  Wooly Pig
  San Francisco, CA
• 06/2023 → 08/2023
  Four Barrel Coffee
  San Francisco, CA
• 04/2021 → 08/2023
  Garden Creamery Llc
  San Francisco, CA
• 07/2022 → 05/2023
  Little Footprints Preschool Oceanv (Contractor)
  San Francisco, CA
• 04/2021 → 12/2022
  Ballast Coffee
  San Francisco, CA
• 08/2019 → 05/2021
  Project Juice
  San Francisco, CA
• 06/2015 → 07/2019
  Unemployed
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-22