Emily Felder

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.
  New York, NY
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2025 → 06/2025
  Unemployed
  Scarsdale, NY
• 08/2021 → 05/2025
  Wake Forest University
  Winston-Salem, NC
• 01/2025 → 04/2025
  Cycle Bar
  Winston-Salem, NC
• 08/2023 → 12/2024
  Unemployed
  Scarsdale, NY
• 05/2023 → 07/2023
  Grubb Management Llc
  Charlotte, NC
• 02/2023 → 05/2023
  Synergy
  Winston-Salem, NC
• 06/2022 → 08/2022
  Camp Matoaka
  Smithfield, ME
• 02/2022 → 06/2022
  Reagan Highschool
  Winston-Salem, NC
• 02/2022 → 05/2022
  Wake Forest Welling Center
  Winston-Salem, NC
• 02/2022 → 04/2022
  Winston Salem /Forsyth County Schools
  Winston-Salem, NC
• 07/2021 → 07/2021
  Unemployed
  Scarsdale, NY
• 04/2021 → 07/2021
  Unemployed
  Scarsdale, NY
• 03/2021 → 03/2021
  Lty Of Scarsdale Ltd
  Scarsdale, NY
• 09/2020 → 02/2021
  Unemployed
  Scarsdale, NY
• 04/2019 → 08/2020
  Scarsdale Pool
  Scarsdale, NY
• 06/2015 → 03/2019
  Unemployed
  Scarsdale, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-09-05

Other Names

• Emily K Felder