Emily Donatelli Baker

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
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 01/2025 → 06/2025
  Unemployed
  Washington, DC
• 02/2023 → 12/2024
  Washington College Of Law
  Washington, DC
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 09/2022 → 01/2023
  Unemployed
  Washington, DC
• 06/2022 → 08/2022
  Ttr Sotheby's International Realty
  Washington, DC
• 10/2021 → 05/2022
  Unemployed
  Washington, DC
• 06/2019 → 09/2021
  Coffee Talk
  Stone Harbor, NJ
• 09/2018 → 05/2019
  Unemployed
  Washington, DC
• 06/2018 → 08/2018
  Gingy's
  Stone Harbor, NJ
• 09/2017 → 05/2018
  Unemployed
  Washington, DC
• 06/2017 → 08/2017
  Princeton Bar & Grill
  Avalon, NJ
• 07/2015 → 05/2017
  Unemployed
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2025-11-06